Transparent, tailored financial planning.
We design your path to financial success, not push products.
Serving healthcare professionals, business owners, and DIY investors.
Optimizing your finances. Maximizing your goals.
Goal personalization is key as this is the cornerstone of all decisions.
We ensure proper risk and return objectives are established.
Ahh… taxes. Gotta love’em. But let’s minimize the amount you pay.
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.
Services
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:
“Effective financial planning is 90% mental. The other half is about money.” — David…
ONE of the 7 key components of your financial plan is your investment portfolio. (If…
Who doesn’t love summer? Parks and beaches are full. Cold weather scowls are replaced by…
Guiding Canada’s thriving families through their financial journeys for more than 20 years, I’ve encountered nearly every scenario imaginable. Though I recognize that expertise has its limits, I’ve aligned myself with a team of professionals who share my client-first approach. This collaborative network, including skilled accountants, lawyers, mortgage brokers, and insurance specialists, is ready to offer refined, specialized advice whenever needed. Your privacy is sacred to us; no personal details will ever be shared without your clear approval. Click below to explore what this trustworthy alliance can achieve for you.
Inspired by our founder’s lifelong commitment to elevated, personalized client service and lower fees, our company focuses on empowering clients through improved financial literacy.
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