DAVID MARTIN

Smart financial planning - You deserve it!

Most clients come to me when they feel concerned they hadn't been getting the best advice from their previous advisor. Or they no longer are comfortable managing their retirement plans on their own.

Their main concerns are often how to:
• fund their retirement for ideal efficiency.
• ensure their family members have a trusted advisor in place should something happen to them.
• use their family trust, holding or operating company to support their family's goals.
• best sell their business or implement a succession plan.

So many families needlessly feel overwhelmed and worried about making the wrong decision for their future. I see what happens once they have an actionable plan that makes sense TO them and FOR them.

Life is about options. I can help you uncover previously unexplored opportunities. It’s just about finding the right path for YOU. Fortunately, this is exactly what I do every day.

I’ve spent the last 20+ years working directly with some of Canada’s most successful families, and supporting other advisors with their own top clients, to help families like yours Dream, Plan Act and Succeed toward their financial goals.

If you’ve been looking for experienced financial support and a simplified, actionable plan to make the most of your resources, then let’s talk. You deserve it! Call or email me to discuss further.

I work with families in Ontario and Nova Scotia either virtually, over the phone or in person.