Christopher Britton, CPA, CA
Estate Planning Specialist

Founder of Martello Wealth Advisory Inc. with over 20 years of tax and Estate planning experience. Before founding Martello Wealth Advisory Inc., he was a National Estate and Tax Planning Consultant with a large Canadian Life Insurance and a Senior Tax Manager with a large Canadian accounting firm.

Chris specializes in the owner-manager, high net worth, and professional services markets. He is an expert in both tax and advanced life insurance concepts.

Christopher is an alumnus of Saint Mary’s University, graduating in 1994. He holds the CPA, CA designation (1996).Christopher is a member of the Canadian Advanced Life Underwriters (CALU) and the Canadian Tax Foundation. He has been a guest speaker at various national conferences including the Canadian Tax Foundation (CTF) and has authored and lectured tax courses for both CPA Canada and CPA Nova Scotia.

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Dave Barlow

David began his career on January 1, 1990. Immediately, he began working with young dentists and physicians to ensure financial security. His focus today is working with professionals and business owners in an effort to assure financial protection and tax minimalization.

David enjoys working with a client’s other advisors such as accountants and lawyers to ensure continuity and clarity. In 2018, he joined forces with Chris Britton, CPA, CA to provide an even higher level of tax expertise and service.

 

Planned charitable giving can significantly enhance the value of a gift to a charity. There are a number of strategies that we can help you implement that will allow you to make gifts that costs in the most tax-efficient manner.

Estate planning is a complex topic. Your Estate will go in one of 3 directions: 1) Heirs 2) Charity or 3) Canada Revenue Agency. With over 20 years experience in tax planning we can assist with some proactive strategies that will limit the amount of tax that your Estate will lose to the government.

Most people have insurance in place to protect their homes and their cars. However, have you adequately protected your most valuable asset - YOU? Your life and ability to work are often overlooked as assets that need protecting. Let us perform an "audit" of your insurance to ensure your coverage meets your needs.

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