David Martin, BA (Econ), CIM®, PFP®

A co-founder of the Martin & Mueller Group, Dave is committed to building close working relationships and advising the wealth management needs of affluent professionals and retirees. An expert in estate and trust initiatives, tax-efficient , and retirement planning, Dave provides dedicated advice in assisting families through all of life’s transitions including life insurance and options trading strategies. With more than 30 years of investment experience, Dave employs a proactive and highly vetted approach in helping clients achieve financial prosperity.

Graduating from the University of Alberta with a Bachelor of Arts in Economics, Dave began his institutional career as a Private Banker. Working closely with affluent clients to provide comprehensive financial solutions, Dave quickly established strong working relationships required to build the foundation of The Martin & Mueller Group. Dave has earned the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and is licensed to trade options and sell life insurance through the Canadian Securities Institute.

A devoted wine connoisseur and collector, Dave enjoys adding to his knowledge basis through reading and travel. An avid golfer, Dave and his wife Marilyn enjoy teeing it up in the summer months as well as hiking, snowshoeing, and spending time with family and friends.

ScotiaMcLeod®, a division of Scotia Capital Inc.