Stacey Martin

Your Goals, Our Priorities
Stacey Martin

Senior Private Banker

PFP®

Working together to help you achieve what truly matters to you

Phone

Office

(613) 783-0840

Office Location

360 Albert Street 11th Floor Ottawa, ON K1R 7X7. map

As a Senior Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you. 

I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs.

Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.

Certificates

PFP®

Languages

English

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Goals-Based Advice

Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

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Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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