Team Members
Natalie HosmerSr. Branch Office Administrator- Christine NevesSr. Branch Office Administrator
FINANCIAL ADVISOR
Tim McMartin
CFP®, CIWM, CIM®, CLU®
1867 Yonge St, Suite 503, Toronto, ON M4S 1Y5opens in a new window
Focus Areas
- Business owner considerations
- Estate and legacy strategies
- Intergenerational planning
- Retirement income strategies
- Retirement savings strategies
- Business retirement plans
About Tim
Mission:
Our team provides comprehensive wealth strategies for families with complex financial needs. We work with families through every stage of their life to empower them to achieve financial freedom and to build a legacy to pass on to the next generation.
Our Focus:
We focus our practice on partnering with families who are looking to organize, build, protect, and transfer their wealth. Our core competency centres around the needs of business owners and private family foundations.
Client Needs:
- Clarify, build, and execute a comprehensive wealth strategy
- Navigate the complexity and decision-making that business owners and their families face
- Leverage time and capacity to...
Our team provides comprehensive wealth strategies for families with complex financial needs. We work with families through every stage of their life to empower them to achieve financial freedom and to build a legacy to pass on to the next generation.
Our Focus:
We focus our practice on partnering with families who are looking to organize, build, protect, and transfer their wealth. Our core competency centres around the needs of business owners and private family foundations.
Client Needs:
- Clarify, build, and execute a comprehensive wealth strategy
- Navigate the complexity and decision-making that business owners and their families face
- Leverage time and capacity to...
Personal Interests
- Camping
- Fishing
- Golfing
- Hockey
- Volunteering
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
TorontoMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More