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David Martin, Financial Consultant, IG Wealth Management logo logo
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David Martin, Financial Consultant, IG Wealth Management

Ontario, Nova Scotia

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About

Over 20 years' experience in the financial services industry, David has developed a proven ability to take his broad base of skills and synthesize, blend, and apply them to a variety of functions and solutions for the end benefit of his clients.

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4/5

1 customer review

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29 December 2020

Financial Advisors

David Martin was well informed, honest and came across as a very ethical professional

David Martin, Financial Consultant, IG Wealth Management
D

Reply from David Martin, Financial Consultant, IG Wealth Management

Great speaking with you Louise. Feel free to reach out anytime. All the best. David

Q&As

I'm a solution finder by nature. The highlight of my job is listening to clients share their goals and then working with them to construct a path to success.

I have the best of both worlds. I have the freedom and flexibility to customize client offerings while having the support and access to a deep pool of resources to ensure that clients are served in the most cost-effective manner.

Clients should choose me if they want to collaborate on improving their financial well-being and increasing their financial knowledge.

I have clients in Ontario and Nova Scotia and I meet with most of them online and remotely. Any sensitive personal and financial information that is emailed is encrypted. All documentation requiring signatures can be done digitally using DocuSign.

We've had virtual capabilities for a while. The clients who did like to meet face to face prior to Covid-19 have become very comfortable with virtual meetings. There haven't been any pandemic-related service disruptions.

Services

We offer planning guidance relating to:
--Investments
--Retirement
--Homeownership
--Estate planning
--Tax planning
--Insurance
--Cash Management
--Business Ownership