Integral Wealth Securities Limited
Daniel Martinez, MBA, CFP®, CIM®, FCSI® is a seasoned Wealth Manager at Integral Wealth Securities, where advanced planning skills have contributed to the growth of close to $500 Million in Assets Under Administration since joining in November 2008 and becoming a Partner in 2011. Daniel also serves as a Former President of The Young Professionals of Nanaimo and Past Chair of The Nanaimo Foundation. Additionally, Daniel shares expertise as an Instructor of Finance at Vancouver Island University, teaching courses on Intro to Finance, Personal Financial Planning, and Professional Retirement Planning from January 2013 to December 2023. Daniel holds a Master of Business Administration from Vancouver Island University and a Bachelor of Science in Chemical Engineering from Instituto de Estudios Superiores de Tamaulipas.
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Integral Wealth Securities Limited
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Established in 2003, Integral Wealth Securities Limited is a private, independent, IIROC-licenced investment dealer headquartered in Toronto with offices in Calgary, Vancouver, Ottawa, Nanaimo BC, Sidney BC and Kitchener ON. Integral’s private client group is comprised of experienced advisors who provide sophisticated wealth management solutions to affluent individuals and families. The firm’s capital markets group, Integral Capital Markets, provides financing, strategic advisory, and market making services to emerging companies in three principal sectors: oil + gas, metals + mining and diversified industries. Integral Capital Markets also works closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. By virtue of prohibiting internally managed financial products, Integral operates an ‘open-architecture’ organization that fosters objective advice, improved transparency and access to best-in-class products and solutions for clients.