Martin’s start in the industry traces back to his childhood, where his father would take him to the local public library in his hometown of Dundas Ontario. Their Financial Advisor would hold seminars for clients, providing them with an opportunity to better understand the world of investments and ask questions about their finances. He didn’t understand a lot of what the advisor was saying back then, but he understood this: he was making a real and positive difference in his clients’ lives. When Martin was away at University, he thought about this a lot and upon graduation knew that helping people with their money is what he wanted to do.
Setting goals, defining risk, and managing expectations and all the emotions that surround one’s finances are key to Martin’s role. A role that requires listening, caring, and applying the knowledge that he has accumulated since he started in the business in 1992.
Know Your Money is a phrase he uses every day with clients, because in helping them know it, they have peace of mind knowing they are financially secure for what comes next in their lives.
First Capital Financial represents over 250 Families and manages over $100 million in assets. The clients are primarily Business Owners and Professionals; notably Police Officers with Toronto Police Services (TPS). We are partnered with Worldsource Financial Management Inc and regulated through the Mutual Fund Dealers’ Association.
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
Financial 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
David joined the First Capital team after graduating from Wilfred Laurier University in 2009. David is the front line person at our Bracebridge office and handles trades, administration, and the day-to-day needs of our clients in that area. They enjoy his courteous, prompt approach and value his attention to detail. It gives David great pleasure knowing that he is there to help meet and exceed the financial goals of our clients.
When not at work, David loves being outdoors, whether it’s getting up early and going fishing, tracking that trophy buck in the fall hunting, or blazing the trails on his mountain bike. He also enjoys just taking it easy on Lake Muskoka boating and swimming and all the Muskoka region has to offer with his wife and 3 children.
As an Executive Assistant, Eliza is responsible for daily operations of First Capital Financial, whether it be booking meetings, preparing paperwork for clients or organizing events. Eliza provides the highest degree of client support and strives to build strong relationships.
Delivering an excellent client experience is Eliza’s passion. Every client has their own personal story and she makes it her mission to ensure clients are well taken care of and their needs are met with courtesy, dedication, and accuracy.
Eliza has been in the financial services industry since 2009 and completed the Canadian Securities Course in 2015 through the Canadian Securities Institute.
Eliza lives in Orangeville with her partner Antonio and their young son. In her spare time, she enjoys reading, listening to music, playing softball and spending time with family and friends.
Passionate about providing excellent service and advice to clients, while helping to build their wealth portfolios, Sandra’s responsibilities include servicing our clients from the Dundas office; day to day trading as needed; and special projects for clients including retirement income planning and client reviews and analysis support.
Sandra began her Investment services career in 1994 at T.A.L. Private Management as a Portfolio Associate before moving on to Cowan Financial Solutions as a Mutual Fund Advisor, where she remained until she joined First Capital Financial in June 2019. Sandra holds the CIM (Canadian Investment Manager) professional designation, achieved in 2000 and prior to that, completed the CSC (Canadian Securities Course) in 1996. She continued her education and became life insurance licensed in early 2018 to expand her ability to service clients and provide advice on insurance products. Sandra resides in Burlington, Ontario with her husband and daughter and enjoys the theatre, music, and travel.