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Meet David Martin

Your Trusted Financial Guide in Atlantic Canada

As the founder of Eltero Financial Partners, David Martin brings over 25 years of financial expertise to Atlantic Canadian healthcare professionals, small business owners, and DIY investors.

Why Choose David?

  • Fee-Only Advisor: David’s commitment to transparent, commission-free advice means your interests always come first.
  • Local Expertise: With deep roots in Atlantic Canada, David understands the unique financial landscape of our region.
  • Proven Track Record: Named one of Canada’s 5-Star Advisors by Wealth Professional Canada in 2021.
  • Extensive Qualifications: Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI).

 

David Martin - Fee Only Financial Planner
David Martin on front cover of Wealth Professional online magazine.
David Martin of Eltero Financial running Boston Marathon

David’s mission is simple: empower you to achieve your financial goals through personalized guidance and improved financial literacy. No hidden fees, no product sales – just clear, actionable advice tailored to your needs.

From his early days at the Canada Revenue Agency to his current role as a fee-only advisor, David has honed his skills in:

  • Tax-efficient strategies for professionals and business owners
  • Optimizing corporate structures for healthcare practitioners
  • Creating customized investment plans for DIY investors
  • Comprehensive retirement and estate planning

Beyond the Numbers

When he’s not crafting financial strategies, you’ll find David:

  • Chasing his marathon personal best on Atlantic Canada’s scenic roads
  • Spending quality time with his two brilliant daughters
  • Convincing the family’s energetic golden doodle to slow down on training runs

Let David put his expertise, local knowledge, and passion for client success to work for you. Experience the difference of truly unbiased, personalized financial guidance.”

Connect with David Martin of Eltero Financial on LinkedIn
Eltero Financial As Seen On Banner for Money Sense, Wealth Professional and The Chronical Herald

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Specialized Financial Guidance for Canadians

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.

Our Services
Estate Planning
A,Happy,Family,Of,Father,And,Child with proper fee only financial planning.
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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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