SFF Private Wealth
Daryl Martin, MBA, CFA
PORTFOLIO MANAGER & HIGH NET WORTH INVESTMENT SPECIALIST
Daryl Martin has more than two decades of financial service industry experience with a distinct focus in the Private Wealth space. He is a leading professional trusted by clients and their advisors to make sure better investment decisions are made on their behalf.
Daryl's investment management career began in earnest in 2005 as an investment analyst and then portfolio manager at a boutique high-net-worth (HNW) private investment counsel firm in Toronto. In 2013 he made a shift to be more aligned with private wealth advisors, helping ensure HNW clients' investment management decisions were aligned with their bigger-picture wealth planning goals. More recently, Daryl lived offshore where he worked with some of Bermuda's - and the world's - most affluent families. His strong appreciation for diversified multi-asset class mandates comes from working with clients who place a lot of value on conservatism and preservation of capital.
Daryl has lived in several countries including Saudi Arabia, Papua New Guinea, Bermuda and Canada. An avid traveler to this day, Daryl’s international experience helps him keep an open mind and global perspective.
Daryl has a BA from the University of Victoria (Economics, Psychology) where he was also a member of the UVic Vikes rowing team, an MBA from Ivey Business School at Western University where he graduated as an Ivey Scholar (top 10%), and is a CFA Charterholder. He lives in London with his wife, two daughters, and the cutest dog you have ever seen.
SFF Toronto
Graham Bergsma
ESTATE & TAX PLANNING SPECIALIST
Graham Bergsma is a recognized leader in complex estate and insurance planning, with a proven track record of helping high-net-worth families, business owners, and professionals protect, preserve, and transition wealth.
With over a decade of experience spanning both corporate and independent distribution, Graham brings a unique ability to bridge strategic insight with real-world execution.
He has been a trusted resource on some of Canada’s most intricate estate planning files, from multi-generational family enterprises to large corporate structures requiring advanced insurance solutions.
Known for his clarity, creativity, and client-first mindset, Graham has built deep, longstanding relationships across the industry with accountants, lawyers, specialized lenders, as well as the top case support and senior leadership teams at major carriers.
He now leverages that experience to elevate the next generation of advisors and build platforms that make sophisticated planning more accessible, collaborative, and effective.
His work is grounded in a belief that clients deserve clarity, and that professionals work best when they’re aligned around a shared vision.
Graham is helping lead the charge toward an integrated offering that delivers real value across insurance, investments, and strategic planning.
Not just for clients, but for every stakeholder in the process.