David Martel
Calgary
Brand: Apex Wealth Planning, Dealer: IPC
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
(This member hasn't written a bio yet!)
David Martel is a Financial Planner who helps high-net-worth families and business owners across Canada simplify complexity, build confidence, and align their wealth with what matters most.
At Apex Wealth Planning, we are committed to delivering the highest standards of service and expertise. Whether you are planning for retirement, managing your investments, selling your business, or seeking guidance on estate planning, our team is dedicated to supporting you every step of the way. We stand ready to be your trusted advisor, today and for generations to come.
At Apex Wealth Planning, we are committed to delivering the highest standards of service and expertise. Whether you are planning for retirement, managing your investments, selling your business, or seeking guidance on estate planning, our team is dedicated to supporting you every step of the way. We stand ready to be your trusted advisor, today and for generations to come.
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.
