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Meet David Martin

Your Trusted Financial Guide in Atlantic Canada

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

Why Choose David?

  • Advice-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, 2008-2017), Canadian Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI, 2003-2023).

 

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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Atlantic Canada Financial & Retirement Planning

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.

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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