I’m Wendy Martin, owner of Wendy Martin Financial Services Inc.
In addition to being a Financial Advisor, I am a wife, mom, grandma, friend and volunteer. Helping people is my passion. I learned, from an early age, the importance of sharing my time, talents, and skills to help those in need and have been a community volunteer since my teens. Today, I volunteer my time on the following boards: 100 Women Who Care Lanark Chapter, ADVOCIS Rideau-St. Lawrence, Perth & District Chamber of Commerce, and Perth and Smiths Falls District Hospital Foundation.
Why should you choose me as your Advisor?
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I am an Independent Broker, who works for you, not for a single insurance company or agency, so your best interests are my top priority.
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I commit to operating with integrity, transparency, confidentiality and diligence.
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I take the time to listen and understand what matters most to you. As a Certified Financial Education Instructor, I will help you to define your relationship with money, assess your current situation, and help develop a plan of action which aligns with your personality, values and goals – all in a judgement free zone!
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I have decades of experience helping individuals and business owners navigate through major changes. I use a straightforward approach to lead you to success,
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No matter where you currently are in your life or business cycle, I am here to help you see the big picture and achieve your financial goals.
