"My brother and I needed help, support, and guidance in the management of our mother's assets after her diagnosis of dementia. Managing your own finances is challenging, however, managing the assets of someone else is daunting.
After having had the chance to meet with him on a couple of occasions, David proposed some options for our mother's future that carefully took into consideration all of the particular conditions of our mother's needs.
David was very communicative, patient, and accommodating. In addition to ensuring regular meetings that kept us up to date on our mother's investments, market realities, and returns, he has also proven to be a valuable sounding board on matters relating to the management of a loved one's assets.
Working with David has been a truly pleasant experience. We feel confident that he is always looking out for our mother's best interests."
"David has provided us with strong financial advice and support for the past several years. Always conscientious of our needs and how we would like to spend our retirement years, he walks us through the plan, the resources that are available, and how we can best make our money work for us. His years of experience in wealth management give us confidence in his decisions and has provided us with positive results. We would highly recommend David for your financial needs."
"When I decided to retire, I was highly recommended to and put in touch with Dave through numerous people. The first thing I asked was how all this money management works, and Dave walked me through it with great patience and care, explaining my LIRA, RRSP, Tax-Free savings accounts, and so on. Dave with sound advice has made this a seamless transition for me. He also was able to minimize tax hits as he walked me through every move with my portfolio. At first, I was a little bit intimidated arriving at this new phase of my life. Dave has removed all anxieties for me as I entered this new phase, and I am more at peace with myself. Dave cares and takes care of his clients, Thanks, Dave!!!”
“David Martin has been our advisor for over ten years and supported us through many lifestyle changes. David gets to know his clients and cares deeply for each individual's personal and financial well-being. David acts with urgency, honesty, and integrity, and with timely and personalized communications.”
I’ve found David Martin to be much more than just a financial advisor. In my opinion, he’s also a seasoned financial analyst, bringing years of experience and deep knowledge of personal finance topics. As an advice-only financial advisor, his compensation is based on a fixed, one-time flat fee. This stands in stark contrast to advisors at banks and corporate wealth management firms, who typically require that your investments remain under their management—charging annual fees of 1% to 2% of your asset value every year.
David helped us set our financial planning goals by figuring out what was truly important to us. He then created a roadmap which is going to help get us there. We now know exactly how much we need to save each year to get there. Not only that, but he helped us understand how investment strategies, wills and insurance will help make sure we are protected far into the future. This all means a lot of numbers, but David is excellent at helping understand what they all mean and giving you a clear roadmap. I’ve already recommended Eltero to many people and I will continue to do so. We will also check in every few years to make sure we are still on track.
