David Martin

Lead Partner

With over 25 years in financial services, David has developed a broad and deep background, leading him to be named one of Canada’s 5-Star Advisors (Wealth Professional Canada) in 2021. David firmly believes in empowering clients to set and achieve goals by improving their financial literacy. He has achieved many designations over his career, such as Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and in 2008 was named a Fellow of the Canadian Securities Institute (FCSI).

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