Introducing Kaylyn Martin
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. 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.
Offering a wide range of investment services, Kaylyn is committed to helping 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.
Before joining Raymond James as an Investment Funds Advisor, Kaylyn worked at another financial services firm for 4 years, where she served as a Senior Associate Advisor. She also held the position of Branch Manager with one of Canada’s major financial institutions. Additionally, she currently holds her Certified Financial Planning designation, Mutual Funds license, and Branch Manager’s designation. 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.
With more than 4 years in the financial industry, Tanya has been a Licensed Administrative Assistant at a local firm. She attended Camosun College, earning a diploma in Accounting and her Mutual Funds license.