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.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.