Eltero Financial Logo
Client Login

About

Home / About

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 graduating with a degree in Economics, and a brief stint with the Canada Revenue Agency, David built his career in the financial services industry, serving in various capacities.  Over 25+ years, he developed a broad and deep background, leading him to be named one of Canada’s 5-Star Advisors (Wealth Professional Canada) in 2021. 

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 has also achieved many designations over his financial career, such as Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and a Certificate in Advanced Investment Advice. In 2008, David was named a Fellow of the Canadian Securities Institute (FCSI), the highest distinction bestowed by the Canadian Securities Institute.
Dave is a proud dad to two amazing and intelligent young women. And when he’s not providing unbiased, financial guidance for clients, you can find him on the roads, chasing down his marathon personal best, or trying to convince the family’s golden doodle that it’s OK to run a little slower on training runs.
Connect with David Martin of Eltero Financial on LinkedIn
Eltero Financial As Seen On Banner for Money Sense, Wealth Professional and The Chronical Herald

It’s time you invested in yourself.

What is “Experience First Planning”?

How is client success affected by having tangible goals?

How do clients react to your approach to financial planning?

Would you agree that most Canadians looking at retirement don’t feel retirement is about them?

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.
Eltero Financial Logo

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.

Quick link

Useful Links

Contact

Facebook Instagram Linkedin

© 2023 Copyright All rights reserved by Eltero Financial.  |  Powered by INVIEW

Eltero Financial Logo