Your Trusted Wealth Advisory in Halifax.
Our Wealth Advisory Group has many years of experience and stays current on the subjects that truly matter to our clientele. To help our clients maximise their returns and minimise their exposure to risk, our wealth management experts provide them with comprehensive, unified services.
Our Specialists
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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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.
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