Andrew Martens

Financial Advisor

Investia Financial Services Inc.

Insurance Agent

Hollis Insurance Inc.

Andrew is a Financial Advisor and Life Insurance Agent.*

 

He enjoys working with families to help them define their financial goals and recommend innovative strategies to make sure they achieve them. Andrew specializes in ensuring all the financial aspects of his client's lives are planned and organized.

 

Andrew graduated from the Financial Services program at Fanshawe College in 2000 and went on to complete the Canadian Securities Course (CSC) in 2002.  After college Andrew spent 3-years climbing the corporate ladder with SunLife Financial in their Group Retirement Services Dept. in the Fall of 2004 Andrew joined the family business and began working as an advisor with his father Peter Martens. In recent years, Andrew has taken the lead in their partnership, striving to find new ways to improve the customer experience for his clients.

 

Away from the office, Andrew enjoys golf, CrossFit, and traveling with his family.

 

*All insurance products are offerred through Hollis Insurance Inc.

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Sally Matthews joined our team in June 2015 as our Administrative Assistant. Sally works with client accounts to manage files and provide timely and effective service. She plays a marketing role, responsible for publishing and delivering our newsletter and maintaining social media sites together with the planning and execution of client events.

 

Sally is a graduate of University of Toronto and has over 15 years of experience working with clients in the legal field and manufacturing industry to ensure ultimate client service and satisfaction.

 

Outside of the office, Sally enjoys yoga, tennis and traveling to the Caribbean.

Sally Matthews

Assistant

Investia Financial Services Inc.

Celia Carlton

Assistant

Celia Carlton is the newest member to our team, joining in November 2019. Celia works closely with Sally and assists as needed with processing client requests. She is comfortable dealing with client accounts, processing changes, and handling administrative inquiries.

 

Celia has a Diploma from Fanshawe College in business and has worked in the retail industry for over 5 years.

 

Outside of the office, Celia enjoys spending time with her boyfriend and their dog.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by Hollis Insurance Inc. Martens Financial is a personal trade name of Peter and Andrew Martens.