Graeme Martin

CFP®

Partner

Helping clients gain financial peace of mind has been Graeme’s top priority since the start of his career.

He understood early on that helping them build a solid financial foundation and gain certainty required the right personal or professional insurance solution. “Our clients live fast-paced, active lives and need to know that their businesses or loved ones will be cared for in case the unexpected happens,” he says. “My role is to help them understand their insurance options and provide a solution tailored to their unique financial and lifestyle circumstances.”

After attending Queen’s University, Graeme began his career in the financial services industry with Sun Life Financial. He would later join Franklin Tranter and Associates where he worked alongside members of the Bridgewell management team. Now, as a Bridgewell founding partner, Graeme brings more than 15 years of diverse experience and expertise in insurance planning and analysis to his work with businesses and individuals. His focus: building long-term relationships and helping clients accomplish their goals by adding value to the risk-management planning process.

“Whether we’re providing complete life, long-term disability and critical illness coverage for individuals, or developing strategies that protect businesses from a sudden loss or incapacity of a key leader, it’s about delivering customized insurance solutions that position our clients for success,” he explains. “We’re not interested in merely selling products. We want to help people rest easy and live a better life.”

What you should know about Graeme:
When he’s not busy helping Bridgewell clients with their insurance needs, Graeme can usually be found working on projects around the house with his fiancée or indulging his passion for cycling and triathlon. Graeme has an annual goal of spending more hours on his bike than in his car. Also, with a passion for giving back to kids’ charitable organizations and for camping, Graeme serves on the Board of Directors of RKY Camp north of Kingston, Ontario, a camp he attended in his youth and has supported ever since.

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