Yvonne Martin-Morrison is passionate about putting her planning skills and experience to good use in custom-tailored planning programs for our clients. She takes the complex and makes it understandable, helping clients map out strategies to reach their goals, all the while watching out for potential traps and pitfalls. Yvonne is here to help clients better equip themselves to make the financial choices that give them greater freedom, confidence and control so they can enjoy more of what is truly important to them.
In her role as Senior Financial Planner, Yvonne provides timely financial advice, custom-tailored planning services as well as financial and tax intelligence. She strives for dynamic financial strategies that are relevant and real.
Yvonne has worked in financial services since 1993, and her primary expertise has evolved to serve the advanced Canadian and US retirement, tax and estate planning needs of executives and business owners. Prior to joining Raymond James Ltd., she was a partner in a boutique wealth management firm. She worked directly with clients, with a specialized focus on wealth planning for business owners and professional athletes.
A nonstop learner, Yvonne is passionate about putting her acquired knowledge into action. Yvonne holds the Certified Financial Planner (CFP®) Canada designation, the Chartered Retirement Planning Counselor (CRPC®) USA designation and an undergraduate degree from the University of Calgary. She has completed the Certified Senior Advisor program and is currently working toward two more financial designations.
She is governed by the standards and codes of FP Canada. Yvonne is an active volunteer in her community and encourages others to share their unique gifts and talents in giving back to their communities, too.
Yvonne supports various charitable and industry organizations, including volunteering her time with the University of Calgary Haskayne School of Business, FP Canada Standards Council, and the Institute of Advanced Financial Planners (IAFP).