Our Team

Graduating in Business Administration, Marty Katz is a financial advisor with expertise in individual and corporate investing, as well as retirement and tax-advantaged estate planning. In 1988, Marty began his career in the financial services industry as an advisor with a major Canadian insurance company. With the experience and knowledge acquired in this stage of his career, Marty had a strong foundation on which to build his own successful financial services business.

Marty specializes in assisting individuals, small businesses and corporations with investment planning. His directive has always been to work with his clients to help them gain a broader view of their financial picture, and work closely with them on how best to reach their goals.

To ensure his clients receive the most current information and informed advice, Marty actively participates in industry study groups, as well as ongoing professional development.

With a global perspective and a detailed understanding of your financial requirements, Marty is able to build risk adjusted portfolios tailored to suit each client.

By working together with you, your accounting, and legal advisors, a comprehensive plan can be developed and put in place, ensuring the fulfillment of your personal and corporate requirements.

Whether looking to plan for your retirement or estate, tax planning or charitable giving or setting up an education savings plan, Marty brings knowledge, experience and professionalism to his personal service.

It is Marty’s philosophy that places the needs of his client first so that he is able to –

         - help you create your financial future now.