Martin’s start in the industry traces back to his childhood in the town of Dundas Ontario, where his father would take him to investment and retirement planning seminars at the local public library. This was his first real-life experience with the role that money plays in household finances, and it sparked an interest that continued through high school and university. Upon graduating he knew that helping people with their money is what he wanted to do.
Setting goals, defining risk and managing expectations -and the range of emotions that come with the subject of money, are all part of his approach to his client’s investments. With 31 years of experience in the industry, his focus is on delivering a better client experience.
Know Your Money is more than a turn of phrase at First Capital Financial, it’s a motto and Martin uses an education-based approach to helping clients understand their current financial situation and where they want to be in the future. He believes that if clients have a fundamental grasp on both, they will have peace of mind knowing they are financially secure for what comes next in their lives.
“The best part of being a Financial Advisor, is that client’s tell us their dreams, and invite us to be part of helping them realize them”.
-Martin Weiler
First Capital Financial represents over 350 Families and manages over $200 million in assets. Its clients are business owners and professionals, notably Police Officers with Toronto Police Service. The firm is partnered with WorldSource Financial Management Inc and regulated through the Mutual Fund Dealers’ Association.
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
Financial Advisor, Equity Associates 2008 - 2013
Financial Advisor, Manulife Securities Investment Services Inc. 2013-2019
Matt is the co-founder of First Capital Financial Corporation. Matt has been a licensed insurance advisor since 2008 and comes from an extensive background working at multiple financial planning firms over his 16-year career. Matt specializes in working alongside his client’s accountants, lawyers, and family advisors to create tax-efficient investment, insurance, and estate planning programs. Matt’s goal for clients is to put themselves, their families, and their businesses in a better financial position for current and future generations.
Dylan (who goes by Max) has been working as an advisor and running operations for 5 years. Max has an accounting degree from Sobey’s School of Business and has worked in both the financial services and retail industries over the last 18 years. Maxwell is focused on continually improving the business through technology and providing a superior client experience. He is licensed to sell life insurance and is a licensed Mutual Fund Advisor through Worldsource Financial Management Inc.
Patrick has been in the financial industry since 2004 working for two major Canadian organizations. He has built his career working tightly with financial advisors, mentoring, and assisting their clients with home purchases, investment properties and refinancing. He also has extensive knowledge when it comes to insurance and investments, to help individuals preserve and build assets.
David has been confidently providing independent financial advice to his client partners for over 30 years, helping them realize their dreams, prepare for tough times & reach their goals.
One of the things that sets him apart is his unbiased research, provided in a professional and consistent manner that allows clients peace of mind.
He values a client's trust above all and will be there with you every step of the way coaching you in all aspects of your financial life - investment, insurance and estate planning.
His primary goal is to ensure all aspects of each unique client Lifestyle Plan are addressed and solved, guiding you to reach your financial objectives.
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 and has one amazing son. In her spare time, she enjoys reading, listening to music, playing softball and spending time with family and friends.
As Manager of Wealth Administration, Susan is responsible for the management of the associate wealth team of First Capital Financial Corporation, managing the team of advisors and administrative staff.
Providing excellent client experience, leadership and relationship management skills is Susan’s passion. Susan is a business professional with over 25 years of business and financial industry experience.
Susan lives in Oakville with her husband and son. In her spare time, she enjoys reading, listening to music, and is an avid tennis and football fan.
Mike has obtained his Bachelor of Business Administration (BBA) with a concentration in Finance, which he earned with honors. Over the course of eight successful years at TD Bank, Mike honed his skills in client relations, establishing himself as a trusted expert in the financial industry.
Throughout his tenure at TD Bank, Mike built a reputation for delivering personalized financial solutions that align with his clients' goals, whether they are individuals planning for retirement or businesses seeking growth opportunities. His deep understanding of financial markets and commitment to client success have consistently driven positive outcomes.
Now, as a new member of First Capital Financial, Mike is excited to bring his extensive experience and passion for finance to a broader clientele. Mike is focused on guiding clients through complex financial decisions with clarity and confidence, helping them secure their financial future. Mike’s dedication to excellence, combined with his analytical expertise and client-focused approach, makes him a reliable partner for anyone looking to achieve financial success.
Alec Volman is an Insurance Advisor with for First Capital Financial Corporation and Wealth Advisor with First Capital Financial who focuses on making sure clients feel secure and confident with their insurance needs. With an undergraduate degree from the Degroote School of Business in the Integrated Business and Humanities program, Alec has spent five years studying the importance of binding both humanistic characteristics with healthy business practice. Having prior industry experience with Sunlife Financial, Alec is well diverse on product knowledge.
When out of office, Alec can be found enjoying his time with friends and family trying new restaurants around the city, working on his personal fitness, or looking for his next destination to travel.
Jasmine is a 2023 graduate of McMaster University, where she cultivated a deep passion for financial literacy. Her interest in the field was shaped by years of observing the positive impact her family’s firm had on its clients. Jasmine has successfully completed the Canadian Securities Course and continues to expand her knowledge in the financial industry.
Beyond finance, Jasmine has been dedicated to studying the violin at the Suzuki String School of Music for over nineteen years. Inspired by Sinichi Suzuki’s belief that music is a universal language, she also embraces the broader “beautiful music, beautiful heart” philosophy. Jasmine applies this philosophy to her vision for First Capital Financial and the wider financial industry, advocating for the view that wealth creation should be about empowering individuals. She believes financial security allows people to focus on what truly matters- family, faith, health, and personal growth.
Nick is a life-insurance licensed advisor with three years of industry experience in client support and advisory. Nick is currently working toward his Mutual Funds license.
Sam serves as an Administrative Associate at First Capital Financial, where he is instrumental in managing daily operations and acting as a key liaison between clients and advisors. With years of experience in team-oriented and customer-centered roles, Sam excels in delivering exceptional service and fostering strong client relationships. His strengths lie in his quick and clear communication, meticulous attention to detail, and a passion for continuous learning.
Sam understands the critical role First Capital Financial plays in ensuring financial security for our clients, allowing them to focus on other important aspects of their lives. He is dedicated to supporting our mission of providing peace of mind and financial stability.
Outside of work, Sam enjoys staying active at the gym, exploring new films, and participating in various art classes. He is a proud graduate of McMaster University’s Integrated Business and Humanities Program.
Simone has over 15 years of experience supporting C-suite executives.
She began her career as an Administrative Assistant at a Non-Government Organization (NGO) in Cairo, working closely with UNHCR. She then took on the role of Executive Assistant to the CEO at an accounting firm in Abu Dhabi before serving as an EA to a Senior Partner at a prominent law firm in Dubai, UAE.
Following that, she worked as an EA to the SVP and VPs of Strategy & Development Department at Dubai Airports.
Most recently, she spent six years as an EA & Investment Administration Support Professional at a Wealth Management firm in Canada.
Outside of work, Simone is happily married and has two boys. She enjoys spending time with family and friends, singing, organizing family getaways, and attending musical concerts.
