About Martin Christopher
Martin Christopher Investments (MCI) is an independent financial advisory firm serving primarily Waterloo Region and the surrounding areas of Southwestern Ontario. We provide personalized financial and estate planning solutions to individuals, families and small businesses in an atmosphere of trust, transparency and collaboration.
We believe that financial success requires teamwork and collaboration. That’s why we integrate our own experience with that of our strategic partners in complimentary businesses such as accounting, taxation, legal, real estate, mortgages and lending. This approach means we can pull all the pieces of your financial life together and cover every contingency for you.
Our licensing and registration for investments is through Investia Financial Services Inc., a mutual fund dealer. Our licensing for insurance is sponsored by BridgeForce Financial Group Inc.
Our History
In 1995 siblings Brent and Andrea Martin started working together full time in their father’s financial planning firm. At that time the office was situated on their family’s home property in Winterbourne, Ontario, which is about 10 minutes outside KW proper.
In 2001 the homestead was sold and the business moved operations to a much larger location in downtown Kitchener where a number of new faces joined the team, including Doug Christopher. Two years later in, 2003 Wendy Krieck came on board as well.
Throughout the following years we learned the value of working together in a collaborative team environment and the four of us became trusted colleagues and industry partners. It is this history that ultimately set the stage for the MCI partnership we are today.
In 2014 Brent and Doug decided to branch out and pursue their own vision for their financial advisory practice as business partners. Wendy and Andrea joined them, forming the original core of our MCI team.
Meet the Team
Brent Martin
BA, PFP, CHFS, CPCA, CEA, PFA, RIS
Partner, Branch Manager, Financial & Insurance Advisor
Brent Martin
Partner, Branch Manager, Financial & Insurance Advisor
brent@mcadvisorgroup.com
519-569-8800
1-844-569-8800 x229
Brent is a founding partner of Martin Christopher Investments. His vibrant enthusiasm and reputation for excellence bring out the best in our team and sets the tone for everything we do. With an emphasis on client-driven advice, Brent develops long-lasting relationships with clients and colleagues alike and believes this forms the foundation for our comprehensive approach to wealth management.
Brent provides guidance and advice to individuals, families, small businesses and charitable organizations on a full spectrum of financial dynamics, including goal setting, cash flow analysis, tax planning, education funding, retirement planning, financing, insurance analysis, estate planning and investing.
Born in Calgary, Alberta, and raised in Waterloo Region, Brent graduated with a BA from McMaster University in 1995. He lives in Cambridge with his wife, Melissa; children, Anderson, Preston, and Taylor; and pups Dexter and Anna. In addition to the joys and busy schedule that come with a young family, Brent also loves to be active outdoors, landscaping and taking on weekend warrior projects, then kicking back with a pint of his favourite dark stout to enjoy the fruits of his labour.
Doug Christopher
CPCA, CEA, PFA, RIS
Partner, Financial & Insurance Advisor, Insurance Specialist
Doug Christopher
Partner, Financial & Insurance Advisor, Insurance Specialist
doug@mcadvisorgroup.com
519-569-8800
1-844-569-880x225
Doug is a founding partner of Martin Christopher Investment Services Inc. Doug began his career in 1991 with a major Canadian Insurance company, growing his practice so that he could branch out on his own as an independent advisor in 2001. He employs a holistic approach, focusing on his clients’ full-life picture first, then custom tailoring financial solutions to maximize results.
“I get excited about meeting people and learning their life story and thought processes”, says Doug.
No matter your age or stage, Doug’s personal and down to earth approach ensures that his clients’ needs are fully understood and accounted for, resulting in not only a sound financial game plan but also peace of mind.
Doug lives in Waterloo with his wife Beth, children Kinzie and Jordyn, and faithful canine, Maggie. Work-life balance is very important and the pursuit of happiness for Doug includes fishing, golfing, skiing and cottage life with family and friends.
John Robson
Financial & Insurance Advisor
john@mcadvisorgroup.com
519-569-8800
1-844-569-8800 x230
John joined Martin Christopher Investments in the spring of 2015. For the first 25 years of his professional career, he focused on management and operations within the manufacturing sector. In 2009 he began a second career in finance, quickly earning his investment, securities and insurance licensing, demonstrating a natural affinity and love for the industry. John’s focus on educating, explaining concepts and taking the time to ensure his clients understand their financial situation and future strategy allows them to relax and know they are in good hands.
In his downtime, John volunteers with the MS Society and Independent Living Centre, hits the golf course or spends time with his wife, Cindy. As a grandpa of three, he will be the first to tell you that time spent with the littles ones keeps him young and his heart full.
Mason Leite
Certified Financial Planner
mason@mcadvisorgroup.com
519-591-9440
Mason joined Martin Christopher Investments in the summer of 2020, setting down roots with an established and collaborative team of financial and tax professionals. Always striving to make a meaningful difference for his clients, Mason has earned a reputation for integrity, diligence, and personalized service that builds trusted confidence with the families and small businesses he helps.
After graduating from Wilfrid Laurier University with a BA in Economics and Financial Management, Mason went on to earn his securities and insurance licensing as well as his CFP designation. Demonstrating an early talent and love for helping people make smart financial decisions, he became known to friends and peers as a ‘go-to’ for their financial questions. In 2017 he began his career helping clients achieve their goals through comprehensive and strategic financial planning with a major Canadian financial firm.
Mason is an active member in his community, teaching financial freedom through presentations and videos as well as publishing several self-help books. He lives in Kitchener with his wife Odyssey and two resident cats Nova and Wilbur, who rule their roost! In his down time Mason loves volunteering and spending quality time at his family cottage on beautiful Conestoga Lake with those he holds most dear.
Wendy Krieck
Assistant Branch Manager, Licensed Assistant
wendy@mcadvisorgroup.com
519-569-8800
1-844-569-8800 x234
In 1988 Wendy began her career in finance as a teller with a local bank branch. After many years she left banking for the independent financial community, finally joining Martin Christopher Investments in 2003. She is the administrative backbone and support system for our advisors and their investment activities. She has earned industry credentials, including the IFIC Operations course, IFIC Mutual Funds license and IFIC Branch Managers designation.
Wendy is known to colleagues and clients alike as an experienced, precise and efficient team player who is eager to help in any way she can. The reason she loves coming to work every day is because she feels she’s part of the family, not just an employee.
When the workday is done Wendy can be found enjoying an active lifestyle with her pup, Toby, volunteering with her church outreach programs or achieving zen through a love of yoga.
Andrea Martin
Co-Branch Manager, Licensed Assistant
andrea@mcadvisorgroup.com
519-569-8800
1-844-569-8800 x224
After nearly 25 years in the financial services industry, Andrea holds the honour of being the longest-standing member of our team. Her career began in 1995 calling for daily fund prices and bookkeeping by hand in a manual ledger. She quickly advanced and has at one point or another been responsible for all of the various administrative and support roles in the office. She has also earned her IFIC Mutual Funds license and IFIC Branch Managers designation.
Today, her proficiency and passion for a client-first philosophy has positioned her well as the primary operations manager and industry compliance oversight designate for our firm. Andrea loves getting to know our clients and making them feel comfortable, engaged and understood. She brings versatility, resourcefulness and a tenacious approach with her to work every day.
Outside the office, Andrea can often be found adventuring with her canine companions, Meka and Mini, or in search of the ever-elusive best butter tart or the most amazing cheese (and yes, there are festivals for this).
And You?
We’d like to get to get to know you so we can better understand how we can help you.
Contact us today for your free, no-obligation appointment.