Office: 613-829-7874 ext. 229
Fax: 613-721-9781
Toll Free: 1-877-829-7874

880 Lady Ellen Place, Suite 200
Ottawa, Ontario K1Z 5L9

About Me

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Kyla Martin, MBA, CPA, CMA

Financial Advisor

613-829-7874 ext. 203
613-617-1978
613-721-9781

In January 2018, Kyla Martin, CPA, CMA, joined my team as an Associate within my financial advisory practice. Kyla has been a Financial Advisor with Desjardins Financial Security Independent Network and a Mutual Fund Advisor with Desjardins Financial Security Investments Inc. since 2013, and brings a high degree of knowledge and expertise to her role. Having acquired Chartered Professional Accountant and Certified Management Accountant (CPA, CMA) designations, she focuses on taxation, and estate and succession planning that enables her to effectively address and manage a range of financial matters. In addition to her professional designations, Kyla also holds an MBA with a specialization in change management from Carleton University’s Sprott School of Business.

With the ongoing changes to Canada’s tax system, Kyla’s knowledge and insight into tax planning will be of significant importance. Our goal is to work together in partnership with you to deliver an increased level of service, and to ensure we build your financial future in the most effective and tax efficient method possible.  

Kyla can be reached by email at kyla.martin@dfsin.ca or by phone at 613-829-7874 ext 203.

Other Notes of Interest:

Kyla is licensed to offer mutual funds in the provinces of Ontario, Quebec and Alberta
Kyla is licensed to offer life and health insurance in the provinces of Ontario and Alberta

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Diane Greenwood, Executive Assistant

613-829-7874 ext 222
613-721-9781
1-877-829-7874

Diane joined my team in April 2004. She provides complete Administrative and Client Service Support to my client base. Prior to joining my team, Diane spent 15 years with Royal Trust Corporation in a wide variety Administrative and Client Service roles. Diane can be reached by email at diane.greenwood@dfsin.ca or by phone at 613-829-7874 ext 222.

Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance1.

DFS Investments is a mutual fund dealer registered in every Canadian province and Territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments' advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things. 

In Quebec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm. 

Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance1, and their value is subject to market fluctuations. 

This site is not the property of Desjardins Insurance1 or Desjardins Financial Security Independent Network. They do not have any control over the content or the use of the site. 

Desjardins Insurance1 and Desjardins Financial Security Independent Network shall not be liable or responsible to any person for any harm.

Loss or damage (whether arising in contract, tort, negligence or otherwise) that may arise directly or indirectly from this site, the use inability to use, or malfunctioning of this site or the information contained herein, including any direct, indirect, special, third party or consequential damages.

This site is not the property of Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other business activities. 

1Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products. ​

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