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Knowledge for Wealth

Listen. Educate. Plan

Meet our team

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

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Aaron R. Martin Photo

Aaron R. Martin

Senior Investment Advisor
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Aaron R. Martin

Senior Investment Advisor - Manulife Securities Incorporated
Life insurance agent - manulife securities insurance inc.
PRESIDENT-VAILLANCOURT WEALTH MANAGEMENT


Email: Aaron.Martin@manulifesecurities.ca

Aaron believes in building trustworthy relationships with his clients and is committed to seeing them succeed and meeting their individual financial goals.

After graduating from the University of Toronto, Aaron began his career in finance, building investment portfolios and servicing high net worth clients at UBS Wealth Management, a European based wealth management firm. Aaron then joined Fidelity Investments, a top-tier Global Asset Manager where he would spend almost a decade as District Vice-President. Throughout his time at Fidelity, he gained valuable knowledge and experience working with all types of clients and products to build investment portfolios designed to meet clients’ goals.

Aaron has completed his Conduct and Practices Handbook, his Canadian Securities Course, Investment Management Techniques course, Portfolio Management Techniques course, as well as holds his Canadian Investment Manager (CIM) designation through the Canadian Securities Institute. Aaron is also a Licensed Life Insurance Agent in the province of Ontario.

When he’s not in the office, Aaron enjoys spending time with his wife, Kirsten, and two young children, Scott and Scarlett. You can always find him participating in some sort of functional fitness activity, or on weekends at the local hockey arena volunteering as a coach for his kids’ teams.


 


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Carol Churchill

Assistant Investment Representative
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Carol Churchill

Assistant Investment Representative, Manulife Securities Incorporated


Email: carol.churchill@manulifesecurities.ca

A consummate professional with keen attention to detail, Carol has been with Vaillancourt Wealth Management since 2006 and in a Sales Assistant role since 2013, when she completed her Canadian Securities Courses. Carol is responsible for all client service and is passionate about excellence and quality customer care. 

Carol and her husband David have two grown children and enjoy travelling and walks with their two golden doodles, Riley and Sophie. Carol’s love for music has recently given her the opportunity to lead worship annually in a conference setting, and to regularly volunteer and share music at a senior’s residence in her community.

Kirsten Martin Photo

Kirsten Martin

Operations Manager
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Kirsten Martin

OPERATIONS MANAGER -Vaillancourt wealth management

Email: Kirsten.Martin@manulifesecurities.ca

Kirsten Martin manages the operations of Vaillancourt Wealth Management.  

Kirsten grew up in Hong Kong, and continued her post secondary education by attending the University of Toronto and graduated with a Honours Bachelor of Science. Growing up with a Canadian and Danish background, Kirsten loves to travel and experience different cultures.

Kirsten spent 10 years in advertising and Marketing, giving her the professional and organizational skills to best serve her clients. She took those skills and with her business partner created a business that focused on helping others – a personal concierge business. The experience of running her own business, coupled with the corporate world of Advertising and Marketing have given Kirsten the understanding of how businesses run and what is required of them.

Growing up in a tropical climate, Kirsten enjoys the outdoors and loves to be active.


 


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Linda Warman

Receptionist
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Linda Warman

Receptionist-VAILLANCOURT WEALTH MANAGEMENT

Linda joined Vaillancourt Wealth Management 5 years ago. She provides administrative support to provide a positive client experience. Linda enjoys working in the financial profession and looks forward to growing and learning with Bruce and the whole team at Manulife. 

In her spare time Linda enjoys camping with her family, hiking, biking and yoga.

Our Process

The Financial Chapter

A solid process to help support your financial goals


chapter 1:The introduction meeting

  • Get to know us
  • Understand your goals and objectives
  • Request appropriate documents
Analysis icon

chapter 2: Analysis

  • Review Chapter 1 notes and documents
  • Research and compile recommendations

Chapter 3: Recommendation Plan

  • We review analysis from Chapter 2
  • Discuss and choose direction
  • Finalize your plan

Chapter 4: Action

  • Vaillancourt Wealth Management team follows up on all action items identified in Chapter 3
  • Implement your plan.

Chapter 5: Regular Review

  • Schedule reviews to monitor your investment and retirement plan



Our Services

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


For more information on services and solutions for your financial needs...

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Resources



HELPFUL LINKS  |  TAX TIPS  |  ESTATE PLANNING TOOLS  |  MANULIFE BANK  |  CALCULATORS  |  VITALITY  |  VIDEOS  |  CLIENT LOGINS


FINANCIAL RESOURCES


From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.



*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

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For more information on Manulife Bank, visit https://manulifebank.ca

The Advantage Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

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Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

MANULIFE VITALITY


Live Healthy. Earn Rewards.

We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more

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INSIGHTFUL VIDEOS & MAGAZINES


Beware of Scammers

Protect your personal information
and beware of scammers pretending to be the Canada Revenue Agency!


Insurance 101

Get a look inside the world of insurance and learn how insurance companies can provide protections against life uncertainties.

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Vaillancourt Wealth Management