Martin McCarthy

Advisor & Financial Planner @Danmar Financial Group

Dorval, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2025 — Present

Advisor & Financial Planner @Danmar Financial Group

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EDUCATION

2007 — 2011

Chambre de la Sécurité Financière

Assureur Vie Agréé / Chartered Life Underwriter, Insurance of persons

2003 — 2007

Institut Québecois de Planification Financière

Financial Planner, Financial Planning

1998 — 2001

Concordia University

B.Comm., Marketing

SKILLS

WealthWealth AccumulationFinancial PlanningLife InsuranceKey Person InsuranceIndividual Pension PlansWealth ManagementRetirementStrategic Financial PlanningRetirement PlanningFinanceAsset AllocationEstate PlanningPensionsPartnership InsuranceCorporate LawTerm Life InsuranceLong-Term CareInvestment StrategiesDisability InsuranceFinancial PlannersSalary Continuation PlansEmployee BenefitsBusiness DevelopmentPersonal Financial PlanningFixed AnnuitiesInsuranceInvestmentsFinancial AdvisoryCritical IllnessCritical Illness InsuranceCorporate Funded Life InsurancePension PlansGroup Insurance

ABOUT MARTIN MCCARTHY

I specialize in individual insurance and estate planning, tailoring comprehensive insurance solutions for business owners. My philosophy: I take a holistic approach of each client\'s financial situation. I develop solutions that meet the individual goals and unique needs of businesses and their owners, which includes creating business-specific insurance plans to protect that will protect against situations that could potentially compromise the viability of a business. Specialties: Integrated financial planning, personal insurance (life, disability, etc.)

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Martin McCarthy — Advisor & Financial Planner at Danmar Financial Group in Dorval, QC, CA | Unifers