Daniel Martinez, MBA, CFP®, CIM®, FCSI®
Born and raised in Mexico, Daniel moved to Nanaimo, BC to attend Vancouver Island University (VIU) in 2007. After completing his MBA, Daniel joined Integral Wealth Securities – Nanaimo Branch. Daniel is a Wealth Manager focusing most of his time in advanced financial planning working with high net worth individuals across the country.
Daniel holds a degree in Chemical Engineering from the Instituto de Estudios Superiores de Tamaulipas in Mexico and an MBA from VIU. Daniel is a Certified Financial Planner® (CFP®) professional, a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®). Daniel is also a part-time instructor of Finance at VIU.
Daniel is the current Chair of the Nanaimo Foundation. He is also the Past President of the Young Professionals of Nanaimo (YPN), and the former Treasurer of Innovation Island. In 2014 he received the prestigious Vancouver Island’s Top 20 Under 40 Business and Community Achievement Award.
Outside of work, Daniel enjoys spending time with his wife, Tasha and two children, Alexa and Liam. During winter, you can find Daniel and his family skiing at Mount Washington every weekend. Summer is typically a time to explore and travel for Daniel and his family.