David Martel Email

President and Financial Planner @ Apex Wealth Planning

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David Martel Location

Canada

David Martel Work

2025 - now President and Financial Planner @ Apex Wealth Planning
2012 - now Financial Planner @ Investment Planning Counsel
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David Martel Education

FP Canada
Qualified Associate Financial Planner (Financial Planning and Services)
2013 - 2017
York University
Sheridan College

Timmins High & Vocational School

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David Martel Skills

Financial Planning
Group Benefit Plans
Life Insurance

Disability Insurance
Tax Free Savings Accounts
High Interest Savings Accounts
Tax Strategies
Strategic Financial Planning
TFSA
Financial Planners

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David Martel Summary

David Martel, based in Canada, is currently a President and Financial Planner at Apex Wealth Planning. David Martel brings experience from previous roles at Investment Planning Counsel. David Martel holds a 2013 - 2017 Qualified Associate Financial Planner in Financial Planning and Services @ FP Canada. With a robust skill set that includes Financial Planning, Group Benefit Plans, Life Insurance, Disability Insurance, Tax Free Savings Accounts and more. David Martel has 1 emails on RocketReach.

David Martel Emails

Found 1 emails

@apexwealthplanning.ca

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