EthicalPlan & Jesse Martyn, CFP

at 206 - 5550 152 St, Surrey, V3S 5J9 Canada

EthicalPlan is operated by Jesse Martyn, CFP: a Vancouver, BC financial planner specializing in ethical financial planning & socially responsible investing Many of my clients here in British Columbia have chosen to work with me because of my unique attitude to their finances that combines financial planning with a social conscience. I possess a strong traditional body of financial planning knowledge, proven by my status as a CERTIFIED FINANCIAL PLANNER® professional. I also bring a grasp of the Canadian socially responsible investing marketplace that is stronger than most planners. Personally, my own standards always adhere to the FPSC Code of Ethics and are informed by a history of volunteering with co-operatives, charities, and other non-profits. Because I am not tied to one bank, credit union, or insurer, I am able to survey the market for the best matches for my clients. This also allows me the freedom to meet my clients at times and locations convenient for them, rather than being tied to a bank branch. Essentially, I am a perfect match for someone looking for a planner with similar ethical values. Originally from Ontario, I have been helping British Columbia-based clients with their finances since 2012. Through working with me, clients build a vision for a stable future while respecting their conscience. I have had a parallel career as an actor on stage and screen and in that career often found myself being sought out for advice on professional and financial matters. Since that's how I started in finance, many of my clients come from the creative class. My training as an artist has always helps me balance head and heart in my advice. The planning I offer is imaginative, practical, and realistic while still being inspiring, ensuring that the way clients spend their money is honouring & protecting the things most important to them. Seeing a lack of understanding of this position from banks and other financial planners, I have taken it upon myself to be the one to offer advice to these under-served individuals. When not working, I enjoy hiking, skiing, and kayaking in the beautiful British Columbia outdoors. CFP®, Certified Financial Planner® and the CFP logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® / ™ are trademarks of FPSC, unless indicated.


EthicalPlan & Jesse Martyn, CFP
206 - 5550 152 St
Surrey , BC V3S 5J9
Canada
Contact Phone
P: 604-579-0133
Website
http://ethicalplan.ca

Description

Sure, growing your savings and planning for the future is important. But you are looking for something more: a guide who is down-to-earth, caring, great at money, and great with you. You want your money exquisitely cared for and to be exquisitely caring for others.

Company Rating

46 FB users likes EthicalPlan & Jesse Martyn, CFP, set it to 41 position in Likes Rating for Surrey, British Columbia in Company category

Generated summary (experimental)

A financial planner who understands my priorities
Investments I'm proud to hold
I know I'm on track
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