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@integralwealth.com
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Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® is listed as Wealth Manager at Integral Wealth Securities at Integral Wealth Securities, a company with 40 employees, based in Nanaimo, British Columbia, Canada. AeroLeads shows a work email signal at integralwealth.com and a matched LinkedIn profile for Daniel Martinez, Mba, Cfp®, Cim®, Fcsi®.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® previously worked as Wealth Manager at Integral Wealth Securities and Instructor of Finance at Vancouver Island University. Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® holds Master Of Business Administration (Mba) from Vancouver Island University.
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AeroLeads found 1 current-domain work email signal for Daniel Martinez, Mba, Cfp®, Cim®, Fcsi®. Compare company email patterns before reaching out.
My role as your Chief Financial Officer, in collaboration with your other professionals, is to help discharge the responsibility of managing your accumulated wealth. As a Certified Financial Planner® (CFP®) professional and Chartered Investment Manager (CIM®) I am capable of dealing with all aspects of your investments, insurance, retirement and estate planning. Dealing with clients on a fee for service basis primarily, my goal is to take your finances off your mind so you spend your time doing what is most important to you.
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Vancouver Island, Canada Area
Daniel’s advanced planning skills have played a key role in helping Integral Wealth Securities – Nanaimo Branch achieve over $350 Million in Assets Under Administration. Daniel was made a Partner in this Branch in 2011
Vancouver Island, BC
Courses: Intro to Finance, Personal Financial Planning and Professional Retirement Planning
Other employees you can reach at integralwealth.com. View company contacts for 40 employees →
Diego Miranda
Colleague at Integral Wealth SecuritiesOttawa, Ontario, Canada, Canada
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Taylor Davison, Cmt
Colleague at Integral Wealth SecuritiesToronto, Ontario, Canada, Canada
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Joanne A. Hruska, Cfa, Icd.D
Colleague at Integral Wealth SecuritiesGreater Calgary Metropolitan Area, Canada
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Carol Maclean
Colleague at Integral Wealth SecuritiesKitchener, Ontario, Canada, Canada
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Ashley Barlow
Colleague at Integral Wealth SecuritiesVancouver, British Columbia, Canada, Canada
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Elsa Chau
Colleague at Integral Wealth SecuritiesCanada, Canada
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Daniel Walker
Colleague at Integral Wealth SecuritiesAjax, Ontario, Canada, Canada
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Alena Rankin, Bba, Cfp®
Colleague at Integral Wealth SecuritiesNanaimo, British Columbia, Canada, Canada
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Jonathan Samahin, Cfa, Cmt
Colleague at Integral Wealth SecuritiesToronto, Ontario, Canada, Canada
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Ferron Campbell
Colleague at Integral Wealth SecuritiesCanada, Canada
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Quick answers generated from the profile data available on this page.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® works for Integral Wealth Securities.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® is listed as Wealth Manager at Integral Wealth Securities at Integral Wealth Securities.
AeroLeads has found 1 work email signal at @integralwealth.com for Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® at Integral Wealth Securities.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® is based in Nanaimo, British Columbia, Canada while working with Integral Wealth Securities.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® has worked for Integral Wealth Securities, Vancouver Island University, The Nanaimo Foundation, and The Young Professionals Of Nanaimo.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi®'s colleagues at Integral Wealth Securities include Diego Miranda, Taylor Davison, Cmt, Joanne A. Hruska, Cfa, Icd.D, Carol Maclean, and Ashley Barlow.
You can use AeroLeads to view verified contact signals for Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® at Integral Wealth Securities, including work email, phone, and LinkedIn data when available.
Daniel Martinez, Mba, Cfp®, Cim®, Fcsi® holds Master Of Business Administration (Mba) from Vancouver Island University.
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