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Monte Martens
Financial Advisor at Sun Life Financial
Monte Martens is a Financial Advisor at Sun Life Financial based in Vancouver, BC, Canada.24 He has extensive experience in the financial services industry, specializing in areas such as segregated funds, disability insurance, and financial planning.4 Monte holds a certification in Life Insurance from 20155 and is a Mutual Funds Agent.
In his role, Monte helps clients reach their health and wealth goals, working together to achieve financial objectives while protecting what matters most to them.1 He focuses on providing comprehensive financial planning services, assisting clients in getting a big picture view of their finances and planning for the future.2
Beyond his professional role, Monte is also a husband, father, president, author, and podcast host.3 He particularly works with owners of bookkeeping, accounting, and tax businesses to develop premier practices.3
