Wendy Martin works closely with clients so she fully understands the specific situation and goal based on your needs. She helps make informed financial choices to build your savings and protect what you save against unexpected events and to prepare you financially for the future. Her mission is to help her clients to achieve lifetime financial security through effective planning. What influenced her to get into this type of business was her desire to serve others and assist them in developing financial plans to secure their future well-being.
Wendy has been actively involved with in the Smiths Falls community for over 25 years. She has served as a member of the board of the Chamber of Commerce, the Hospital Foundation, the RLFSC, the PFSC, the Smiths Falls Tennis Club and the Rideau Heritage Committee. Her Husband and herself ran a very successful business together for over 25 years before moving on to separate ventures.
Some of the services she provides as a financial advisor includes (but is not limited to), financial planning, life insurance, health insurance, critical illness insurance, wealth products, mortgage protection insurance and group benefits.
Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When you meet, here’s the information you’ll need for both you and your spouse:
- Salary or income, investments and insurance amounts
- Pension and registered savings information
- Assets and debts
- Financial information for any business you own.
Address: 14 Cedar Lane, RR #4 Smiths Falls, Ontario K7A 4S5