Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Manulife Securities Insurance Inc.
As a Financial Advisor, my focus over the past 23 years has been to help clients reach their full financial potential. Wealth and Risk Management are the building blocks of this focus, but financial education is the cornerstone of my approach. Financial literacy is critical for clients, as it enables them to be full participants in every aspect of their Integrated Financial Program. Ensuring clients “know their money” ultimately contributes to both financial security and peace of mind. My financial services firm First Capital Financial represents 250 family groups managing over $90 Million in assets under administration. Every client comes from word of mouth referral, where in many cases I represent 3 or more generations within the same family. Our firm’s niche is working with members of Toronto Police Service (TPS) and the Toronto Police Association (TPA), where more than 25% of my clients are with either of the two organizations. I am a Financial Advisor with Manulife Securities Investment Services Inc., regulated by the Mutual Fund Dealers Association of Canada (MFDA).
Education and Professional Development
Queen’s University 1988-1989 Political Science and Economics double major
University of Guelph 1989-1992 Political Science and History double major B.A. (Hons)
Manulife Securities Investment Services Inc. 1993-1997
Financial Advisor Keybase Financial Group 1998-1999
Financial Advisor FundEx Investments Inc. 1999-2008
Finanical Advisor Equity Associates 2008 - 2013
Financial Advisor Manulife Securities Investment Services Inc 2013-Present
Insurance Advisor 1992 - 2013
Life Insurance Advisor Manulife Securities Insurance Inc 2013-Present
Executive Assistant, First Capital Financial
Executive Assistant, Manulife Securities Investment Services Inc.
As the Executive Assistant, David’s main responsibility is ensuring that the movement of client assets, whether it be redemptions, purchases, switches, or transfers, are completed in the most efficient and timely manner possible. David has a disciplined, focused, and personal approach helping First Capital Financial exceed their clients’ expectations.
David has his Honours Degree in Bachelor of Business Administration from Wilfrid Laurier University specializing in Financial Management and also minored in Geography. He graduated in April 2009 and has been with First Capital Financial since December 2009.
Since starting with First Capital, David has obtained his Mutual Funds Course through the Investment Funds Institute of Canada and his Level II Insurance License.
David lives in Bracebridge with his wife Carly and his two children. David is an avid outdoorsman, loving to fish, hunt, hike, bike, and boat.
Eliza Valerio Martinez
Administrative Assistant, First Capital Financial
Administrative Assistant, Manulife Securities Investment Services Inc.
Eliza has over 9 years of experience in the financial services industry and completed the Canadian Securities Course in 2015 through the Canadian Securities Institute.
As the administrative assistant, Eliza is responsible for daily operations of First Capital Financial, whether it be booking meetings, preparing paperwork for clients, organizing events and any other day to day tasks needing to be completed. Eliza provides the highest degree of support and strives to build strong relationships by providing excellent customer service.
Eliza lives in Orangeville with her husband Antonio and their one-year old son. She enjoys reading, listening to music, playing baseball and spending time with her family and friends.