Transparent, tailored financial planning.

Atlantic Canada's fee-only advisor.

We design your path to financial success, not push products.

Serving healthcare professionals, business owners, and DIY investors.

Optimizing your finances. Maximizing your goals.

Financial Planning

Goal personalization is key as this is the cornerstone of all decisions.

Investment Consulting

We ensure proper risk and return objectives are established.

Tax Strategies

Ahh… taxes. Gotta love’em. But let’s minimize the amount you pay.

Meet David Martin

David is the founder of Eltero Financial Partners

Inspired by his career-long advocacy for elevated, personalized client service and lower fees in the financial planning world.  He firmly believes in empowering clients to set and achieve goals by improving their financial literacy.

After a brief stint with the Canada Revenue Agency upon graduating with a degree in Economics, David has spent his entire career in the financial services industry in various capacities.  This broad and deep background led to David Martin being named one of Canada’s 5-Star Advisors (Wealth Professional Canada) in 2021.

David Martin - Fee Only Financial Planner

Services

our services include

We’ll help you answer questions that might not be top of mind right now, but they are just as, if not more important, to your financial well-being.  Our processes as a fee only financial planner will help guide you to meaningful outcomes in the following areas for you and your family:

It’s time you invested in yourself.

What is “Experience First Planning”?

How is client success affected by having tangible goals?

3 Biases That Affect Financial Planning and How to Outsmart Them
07Oct

3 Biases That Affect Financial Planning and How to Outsmart Them

  “Effective financial planning is 90% mental.  The other half is about money.” — David…

Why an Investment Policy Statement is your Best Financial Ally
06Sep

Why an Investment Policy Statement is your Best Financial Ally

ONE of the 7 key components of your financial plan is your investment portfolio. (If…

Embracing Summer: A Time for Relaxation and Financial Reflection
05Jul

Embracing Summer: A Time for Relaxation and Financial Reflection

Who doesn’t love summer? Parks and beaches are full.  Cold weather scowls are replaced by…