J Brett Martinson

Financial Planner at Parallel Wealth Financial Group
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Contact Information
us****@****om
(386) 825-5501

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Gaurav Gurbaxani

To begin with, Brett is a thorough Gentleman. Always punctual, courteous and detail oriented. Brett helped me on multiple occasions, in times of crisis as well as day to day consulting. I would highly recommend Brett and would be delighted to work with him again in the near future..

Keith Crovatt

It is an absolute pleasure to work with Brett. Many times we have discussed strategies and tactics relating to marketing and sales. He is a hard worker and a dedicated business person. I am pleased our paths have crossed and looking forward to a continuing relationship.

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Credentials

  • Chartered Life Underwriter (CLU®)
    The Institute for Advanced Financial Education
    Nov, 2018
    - Nov, 2024
  • Certified Financial Planner (CFP®)
    FP Canada
    Aug, 2019
    - Nov, 2024

Experience

Education

  • McMaster University
    Eng.Phys.Mgmt
    1990 - 1995
  • Moira Secondary School
    High School Diploma
    1985 - 1990

Community

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