Kyle Martins
Financial Planner @Parallel Wealth Financial Group
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WORK HISTORY
Financial Planner @Parallel Wealth Financial Group
Langley, BC, CA
Providing comprehensive financial plans to clients looking to bridge the gap between their working years and retirement. Some key responsibilities include holistic financial planning, comprehensive financial analysis, retirement and estate planning, risk management, and client education.
EDUCATION
Trinity Western University
Bachelor of Business Administration - BBA, Business Administration and Management, Finance & Accounting
ABOUT KYLE MARTINS
Getting close to retirement and don\'t know where to start? Keep reading.Educating over Canadians from coast to coast through YouTube. Check it out team works with individuals and families that are in the pre-retirement/retirement phase of life. We believe that each person requires a unique and tailored approach to their plan, which is why we build each and every plan from scratch. While the plan is built from scratch, every plan includes tax and income strategies we know work. Some of these include: CPP and OAS timing RRSP Meltdown Laddered Income Planning And much more.We know that spending many hours working through your numbers and info, we are able to put more money back in your pocket and less to CRA in the form of taxes. These proven strategies have saved some of our clients THOUSANDS in taxes. Outside the office, I\'m probably playing soccer, exploring the great outdoors with my wife, or snowboarding.Send me a message to connect - I love to hear people\'s stories and future plans!
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