5 Estate Planning Mistakes Even Smart Investors Make
Estate planning isn’t just for the ultra-rich. And it’s not something you want to get…
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:
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Serving clients throughout Atlantic Canada, I am an independent, fee-only financial advisor who has attained the Certified Financial Planner (CFP) designation. I specialize in empowering individuals and families in Nova Scotia, New Brunswick, Newfoundland and Labrador, and Prince Edward Island with expert retirement planning, personal financial planning, and unbiased, advice-only guidance. My philosophy is rooted in education, experience and transparency, helping you gain financial confidence and clarity while creating custom strategies for your unique goals. Discover how my experience as a financial planner can guide your financial journey.
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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