Introducing Kaylyn Martin, CFP®
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Kaylyn is dedicated to assisting her clients in meeting their financial needs. As a Financial Advisor at Raymond James Ltd., she uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Holding a Certified Financial Planning (CFP® ) Designation, as well as a Branch Manager’s Designation, Kaylyn has the proven expertise to help you achieve your financial goals. Specializing in financial planning, she works with clients to design investment portfolios to meet their individual needs. Service is what sets Kaylyn apart from others in the industry. Whether you need to grow your portfolio pre-retirement, or manage your cash flow in retirement, she will put you – and your needs – first.
Originally from Victoria, BC. Kaylyn currently resides in Kelowna, BC. She enjoys spending time with her husband, Shawn, and their two daughters, Cami and Cobi. When she is not working with clients, Kaylyn enjoys camping, fishing, hiking, and the great outdoors.