Customer Profile: Martin Weiler – President Of First Capital Financial

Martin Weiler

Martin Weiler

Growing up in Dundas, Ontario, Martin Weiler developed an early interest in the role that money plays in household finances. Inspired by financial planning seminars his father took him to at the local public library, Martin went on to pursue his passion in college and university. After graduating, he decided to make a career out of helping people with their money. Martin is now a Financial Advisor at First Capital Financial and Worldsource Financial Management Inc.

With 28 years of experience in the industry, he strives to deliver a better client experience by setting goals, defining risk, and managing expectations as well as emotions that come with the subject of money.

At First Capital Financial, Martin takes the motto of “Know Your Money” seriously. He uses an educational approach to help his clients understand their current financial position and what they hope to achieve in the future. His belief is that by having a thorough understanding of both, clients can be confident that they are well-prepared for whatever comes next.

First Capital Financial serves more than 250 families and oversees over $125 million in assets. Its clients are business owners, professionals, and members of the Toronto Police Service. The firm is a partner of WorldSource Financial Management Inc. and is regulated by the Mutual Fund Dealers’ Association.

More information about Martin and first capital financial services can be found on their website.