Members

Brett Martinson

Niagara Area, Ontario
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Brett Martinson

Member Bio

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Brett is the Manager of Financial Planning Services and Financial Planner at Parallel Wealth Financial Group. He began his career in the financial industry in 2012, and was lucky enough to be mentored by financial planners from the start, which he soon learned was not always the case for many in the industry. Brett enjoys both the analytical aspect of planning, as well as the personal side of meeting with clients, and helping them make informed decisions that meet their goals. Brett joined the Financial Planning Association of Canada in 2019, and currently chairs the Pro Bono Committee. Brett is also a self-declared geek, specifically technology, music, DC comics and Dungeons & Dragons. He has successfully passed some of these traits on to his two children - a fact that is thankfully tolerated by their mother.

Specializations

Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

6 to 10

Investment License

None

Provinces Licensed (Investment)

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