Jesse Martyn

CLU
Founding Member
Bio
Jesse partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. He is a creative strategist dedicated to providing effective and customized solutions for each clients’ unique goals while making sure that his recommendations are clearly articulated and inspiring.
Jesse is a Certified Financial Planner® professional and Chartered Life Underwriter. He’s driven by his values of Security, Happiness, Integrity, Health, and Environment.
Personal Information
Employer Information
Vancouver BC V7Y 1H2
Canada
Practice Information
Fee Only - Flat Fee/Project Based
Fee Only - Hourly
Insurance Commission
Corporate Insurance Planning
Estate Planning
Financial Planning
Insurance Planning
SRI
Succession Planning