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 @
- 2012 -now Financial Planner @
David Martel Education
- FP Canada
Qualified Associate Financial Planner (Financial Planning and Services)
2013-2017 - York University
- Sheridan College
- Timmins High & Vocational School
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
- Critical Illness
- Retirement Planning
- Retirement
- Term Life Insurance
- Tax
- Small Business
- Sales
- Financial Services
- Investments
- Customer Service
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.
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Top Apex Wealth Planning Employees
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