The Martin Caldwell Team

Martin Caldwell

Senior Financial Planner

About Martin

When not at work, you’ll find Martin taking in the outdoors, strumming a guitar, writing, and enjoying family time with his wife Amber and their four children. After earning both a Recreation and Leisure diploma and a degree in Philosophy, the financial services industry wasn’t a natural next step. Benefitting from the mentorship of a handful of true financial and business professionals Martin discovered a passion for problem solving and an ability to piece together components into a “big picture” vision which helped land him on the doorstep of GEM Financial Group. Nearly 20 years later, the passion for creating and implementing meaningful financial strategies for families and businesses continues.

The Martin Caldwell Value Add

Martin provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Martin works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Martin measures his success by how well he has helped his clients achieve their specific goals and objectives.

Martin's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Martin, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Martin and a licensed portfolio manager from Optimize are outlined in detail below.

*Investment Advice is only offered through a licensed Optimize Portfolio Manager

As a Senior Financial Planner, Martin helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.



Martin's Wealth Management Team

Patrick Bellmore

Portfolio Manager

Warren MacKenzie

Head of Financial Planning