Our Team

Proven Experts.

Wealth Management Team

Daniel Martinez

Wealth Manager

Daniel focuses on investment strategies, conducts advanced financial planning and oversees internal systems and processes to ensure quality service delivery to clients.

Born and raised Mexico, Daniel moved to Nanaimo, BC to attend university. He joined Integral in 2008, interning with the Sullivan group. Upon completion of his internship, Daniel was hired full time as an advanced financial planner working with high net worth clients.

Daniel holds a degree in Chemical Engineering from the Instituto de Estudios Superiores de Tamaulipas in Mexico and an MBA from Vancouver Island University. Daniel is a Certified Financial Planner® (CFP®) professional, a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®)

Nanaimo Branch
450 Wentworth Street,
Nanaimo, BC V9R 3E1
Tel 250-753-1124

Email: daniel.martinez@integralwealth.com