Our Team

The greatest asset of any successful professional organization is its people. This is no exception here at First Capital Financial where our team of Investment Funds Advisors and administrators have a combined 40 years plus of experience in Financial Services. Our Team knows Our Clients, ensuring that we deliver a highly personalized experience for each of our clients.

Our commitment is to our clients first and we look forward to helping you with all of your financial needs.

Martin Weiler

Financial Advisor, Worldsource Financial Management Inc.

As a Financial Advisor, my focus over the past 23 years has been to help clients reach their full financial potential. Wealth and Risk Management are the building blocks of this focus, but financial education is the cornerstone of my approach. Financial literacy is critical for clients, as it enables them to be full participants in every aspect of their Integrated Financial Program. Ensuring clients “know their money” ultimately contributes to both financial security and peace of mind. My financial services firm First Capital Financial represents 250 family groups managing over $90 Million in assets under administration. Every client comes from word of mouth referral, where in many cases I represent 3 or more generations within the same family. Our firm’s niche is working with members of Toronto Police Service (TPS) and the Toronto Police Association (TPA), where more than 25% of my clients are with either of the two organizations. I am a Financial Advisor with Worldsource Financial Management Inc., regulated by the Mutual Fund Dealers Association (MFDA) of Canada.

Education and Professional Development

Queen’s University 1988-1989 Political Science and Economics double major
University of Guelph 1989-1992 Political Science and History double major B.A. (Hons)
Financial Advisor, Manulife Securities Investment Services Inc. 1993-1997
Financial Advisor, Keybase Financial Group 1998-1999
Financial Advisor, FundEx Investments Inc. 1999-2008
Finanical Advisor, Equity Associates 2008 - 2013
Financial Advisor, Manulife Securities Investment Services Inc. 2013-2019
Financial Advisor, Worldsource Financial Management Inc.- 2019-present
Insurance Advisor, 1992 - 2013
Life Insurance Advisor, Manulife Securities Insurance Inc 2013-2019

David Duff

Licensed Associate, First Capital Financial, Worldsource Financial Management Inc.

As an Executive Assistant, David’s main responsibility is ensuring that the movement of client assets, whether it be redemptions, purchases, switches, or transfers, are completed in the most efficient and timely manner possible. David has a disciplined, focused, and personal approach helping First Capital Financial exceed clients’ expectations.

David has been with First Capital Financial since December 2009.

David lives in Bracebridge with his wife Carly and his two children. David is an avid outdoorsman, loving to fish, hunt, hike, bike, and boat.

Eliza Valerio Martinez

Licensed Associate, First Capital Financial, Worldsource Financial Management Inc.

Eliza has over 10 years of experience in the financial services industry and completed the Canadian Securities Course in 2015 through the Canadian Securities Institute.

As an Executive Assistant, Eliza is responsible for daily operations of First Capital Financial, whether it be booking meetings, preparing paperwork for clients, organizing events and any other day to day tasks needing to be completed. Eliza provides the highest degree of client support and strives to build strong relationships by providing excellent customer service.

Eliza lives in Orangeville with her husband Antonio and their young son. She enjoys reading, listening to music, playing baseball and spending time with family and friends.

Dayna Weiler

Administrative Assistant, First Capital Financial, Worldsource Financial Management Inc.

Coming soon!