Tamara Martin, CFP^®, CRPC^® (USA)

Financial Planner

Vancouver, BC

As a CERTIFIED FINANCIAL PLANNER™ professional, Tamara believes in creating all-encompassing wealth plans for clients. Detail-oriented and disciplined, she has more than 19 years in the financial services industry and studied tax and accounting before finding her calling in wealth management. This background is an asset to the team, offering fresh perspective on tax-efficient investing and helping clients envision the path to their goals.

Tamara earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning in the United States. Our clients benefit from Tamara's experience on both sides of the border, as she can advise on various U.S. retirement savings plans such as 401(k)s and IRAs, as well as Social Security and tax planning.

She also assists the team with recordkeeping and tax reporting. Collaborating directly with clients' accountants, she ensures accurate tax information is provided each year, tax strategies are delivered, and overall client reporting is up to date.

Tamara joined the Plena Wealth Advisors team in 2011. Before that, she held the title of assistant branch manager at an independent securities firm and served as a client service administrator at a large investment management firm. She earned a diploma in financial management from the British Columbia Institute of Technology, majoring in corporate finance. She continues to expand her knowledge in the industry and has completed numerous courses with the Canadian Securities Institute.

Originally from the Yukon, Tamara moved to Vancouver after high school to pursue her post-secondary education. She fell in love with the city and has made it her home, living in North Vancouver with her husband and their young son. She is adventurous and enjoys hiking, scuba diving and traveling around the world.