Director – Investment Management | CIM
With more than six years at Stonegate, Martha heads up a number of initiatives within our wealth management practice. She is relentlessly focused on strengthening and enhancing our client relationships as well as supporting our team, ensuring our clients’ unique wealth planning and investment management objectives are reached.
Martha has a Bachelor’s in Economics from the University of British Columbia. She is a Chartered Investment Manager (CIM), Registered Associate Advising Representative (Portfolio Manager) with the Ontario Securities Commission and is currently completing the Certified Financial Planner (CFP) designation.