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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