Peter Martens is a Certified Financial Planner and Life Insurance Agent working at Dundee Private Investors Inc. in the London branch located at 131 Wharencliffe Rd S. Peter has many years of valuable experience that dates back to 1977. He was actually one of the founding partners of The Investment Center in 1985, which became part of Cartier Partners in 2000. Cartier Partners was subsequently purchased by Dundee Private Investors in 2003 making it one of the largest mutual fund dealers in Canada.

Peter's approach to financial planning starts with a simple concept. He believes that everyone is unique and has their own set of priorities. This is why Peter strives to provide his clients with the highest degree of personalized service. To achieve this Peter is happy to meet with his clients in the comfort of their own home at times that are convenient for them. Peter is also available at the Dundee Private Investors Inc. office during business hours. 

During a consultation a client can expect an in-depth interview which will help determine their financial goals and tolerance for investment risk. This will begin the process of creating their own customized financial plan that can assist in achieving their financial goals. Once the plan is in place, Peter will also continue to monitor its progress, ensuring that all the financial objectives are being met. 

Some of the financial planning services offered through Peter include:

• Retirement planning - developing a comprehensive retirement savings plan driven by your financial needs and life goals. Also making the transition to retirement easier. 
• Customized Financial Planning - building an investment portfolio based on your unique goals, risk tolerance and timeline.
• Insurance planning - providing insurance planning and coverage appropriate for protecting your family and their needs.
• Tax planning - minimizing your tax burden on both investments and personal income.
• Estate planning - protecting your wealth and creating an orderly transfer of assets from one generation to the next.
• Education Savings Plans � Helping to give your children the opportunities they deserve, while also providing a tax benefit to you. 
• Insurance planning - providing insurance planning and coverage appropriate for protecting your family and their needs.
• Business Services - Providing Life insurance solutions for your business or partnership, including Key Person, Buy Sell Agreements and Disability & Critical Illness insurance. Also providing Group Savings and Group Insurance Plans for your employees to give yourself a competitive advantage in your industry.  
• Competitive GIC Rates � Receiving daily reports that find the best rates being offered in the industry.
• Cash management solutions - offering full-service chequeing, deposit and credit services, including RSP loans and mortgages. (These cash management services are arranged through a third party company)

Through Dundee Wealth Management, Peter receives continuous market updates and commentaries to stay abreast with current market conditions and serve his clients better. In addition to this, Peter runs a series of educational breakfast seminars 4 times a year, and also publishes and distributes a newsletter 3 times a year, to help keep his clients informed.