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Introducing Martha McFarlane

I first became interested in the investment business when I was ten years old and was depositing a dividend cheque into my bank account that had come from shares I had inherited from my grandfather. It was proof positive to me that money can work for you when invested wisely, and it sparked my interest in investing.

I understand the importance of serving my clients' wealth management needs, starting with building a strong relationship by exploring their investment goals and objectives, and developing an investment portfolio appropriate for them.

I offer comprehensive investment services to my clients who include multi-generational families. With support from the Investment Strategy and Wealth Management groups at Raymond James, I can offer a wide range of services including education planning, retirement planning, estate planning, and tax planning, in addition to investment advice.

I joined Raymond James’ predecessor firm Goepel McDermid in 1998, after working in the Trust and Planning divisions at a large Canadian bank. I graduated from Queen’s University with an Honours BA, in Economics and Political Science, and have attained the Canadian Investment Manager designation and am a Fellow of the Canadian Securities Institute.

Community involvement and volunteering has always been important to me. As well as volunteering for many charitable initiatives, I have completed the Ride to Conquer Cancer and the Ride for Heart numerous times.

Toronto has always been my home. My husband Rob and I have three children – Duncan, Victoria, and Owen - in various stages of education. We are a skiing family and I also enjoy snow shoeing, road biking, and paddling and sailing in summer months.

Martha McFarlane
Martha McFarlane

Financial Advisor

416.777.7059

Grace Ayson

Financial Advisor Assistant

416.777.7006

Contact Us

40 King Street West, Suite 5300
Toronto, Ontario, Canada M5H 3Y2
T: 416.777.7059
F: 416.777.7020
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