J Brett Martinson
Financial Planner at Parallel Wealth Financial Group- Claim this Profile
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Topline Score
Bio
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.
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.
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.
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.
Credentials
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Chartered Life Underwriter (CLU®)
The Institute for Advanced Financial EducationNov, 2018- Nov, 2024 -
Certified Financial Planner (CFP®)
FP CanadaAug, 2019- Nov, 2024
Experience
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Parallel Wealth Financial Group
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Canada
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Financial Services
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1 - 100 Employee
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Financial Planner
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Feb 2022 - Present
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Wellington-Altus Private Wealth
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Canada
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Financial Services
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1 - 100 Employee
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Senior Wealth Planner
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Oct 2021 - Jan 2022
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Financial Planner
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Sep 2020 - Oct 2021
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Sun Life
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Financial Services
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700 & Above Employee
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Advisor
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Sep 2012 - Aug 2020
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Owner
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Apr 2000 - Sep 2012
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Consultant
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2008 - 2009
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Lansdowne Technologies Inc.
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Canada
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Business Consulting and Services
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1 - 100 Employee
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Project Manager
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2002 - 2004
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Education
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McMaster University
Eng.Phys.Mgmt -
Moira Secondary School
High School Diploma