Introducing Martha McFarlane
Managing personal finances and investments in an increasingly complex and noisy world requires a consistent strategy and clear knowledge of investment choices, as well as the factors that influence outcomes. Martha and her team distill the onslaught of information and messaging into comprehensive portfolios and strategies for their clients.
Customized investment advice starts with identifying client needs and providing clear and attainable solutions. The team is supported by the expertise of various arms within the Raymond James Private Client Group, including Research and Strategy, Retirement and Financial Planning, Estate Planning & Insurance as well as Tax Services, Planned Giving and Insurance Services. All of this underpins their ability to provide clients with financial guidance and clarity through the changes and transitions that come with life.
With close to thirty years in the financial services industry and over twenty years with Raymond James Ltd., Martha has helped clients and their families manage through all types of market fluctuations and life events, to realize their personal financial ambitions.
Martha is a graduate of Queen’s University (Honours BA, Economics and Political Science), has earned the CIM (Chartered Investment Manager) and is a Fellow of the Canadian Securities Institute. In her free time, Martha enjoys hiking, cycling and skiing with her husband Rob. They have three adult children, Duncan, Victoria and Owen who often join them in the outdoors.
