Martin’s start in the industry traces back to his childhood in the town of Dundas Ontario, where his father would take him to financial 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 28 years of experience in the industry, his goal is to deliver 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.
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 -current
With a family background in accounting and finance, Garth finished his Bachelor of Commerce degree at McMaster University in 1994 and has been working in the financial service industry since 1996. He immediately set out to complete a certificate program in financial planning from the Canadian Association of Financial Planners and then became a Certified Financial Planner® professional after completing the examination process at the Financial Planner’s Standard Counsel in the year 2000.
Garth has had the honor and pleasure of helping hundreds of business owners, professionals, and families chart a course to their goals and objectives. This, along with own experience raising a family and running a business has led to the development of a planning process that provides clients with an experience that is miles beyond simple charts and spreadsheets.
When Garth is not working, he spends his time with his teenage sons and continues to run, bike, and swim as he prepares for his first Ironman triathlon.
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.
David joined the First Capital team after graduating from Wilfrid 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.
Kirsty Lee is the newest addition to the First Capital Financial team. As an Administrative Assistant she brings over 15 years of customer service experience and is eager to get to know you better. Presently she is enrolled at McMaster University in the Continuing Education Department. Graduating in 2023, she will obtain a Human Resource Management Diploma. Her thirst for knowledge will continue to grow as she learns something new every day within the financial sector.
Located at the Dundas office, she enjoys the ever changing environment of Worldsource Financial Management. Her goal is to provide you with dedication and hard work in anything you require from her. She values honesty and integrity and that is originally what drew her to the First Capital Financial team. Outside of the office she can be found around the campfire with her family or enjoying a swim off the dock.