Jesse Martyn
CLU
Founding Member
Bio
Jesse has over a decade of planning experience leveraging insurance products & estate planning strategies to support clients with complex needs.
He helps successful families preserve, grow, and transfer their wealth, values, and knowledge for generations to come. Jesse holds the CLU® and
CFP® designations and is an Affiliate of the Society of Trust and Estate Practitioners (STEP).
He helps successful families preserve, grow, and transfer their wealth, values, and knowledge for generations to come. Jesse holds the CLU® and
CFP® designations and is an Affiliate of the Society of Trust and Estate Practitioners (STEP).
He’s a creative strategist driven to understand your priorities and create clearly articulated & inspiring recommendations. Jesse is empowered 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
STEP
Corporate Insurance Planning
Estate Planning
Financial Planning
Insurance Planning
Succession Planning