Brett Martinson

Brett Martinson

B.Eng, CFP®, CLU®

Senior Wealth Planner

Brett Martinson

“There is only one success – to be able to spend your life in your own way.” – Christopher Morley

Brett joined Wellington-Altus Private Wealth in October 2021. Based in Burlington, he is a Senior Wealth Planner for the East Coast Region. Brett takes to heart the focus of helping clients make informed decisions to help them meet their goals, as well as working with wealth professionals across the industry for the benefit of their clients.

Brett has been in the financial industry for 9 years, starting as a licensed insurance and investment advisor and being fortunate to be mentored by financial planners, and applying that knowledge to help his clients.  He continued to gravitate towards wealth planning and has earned his Certified Financial Planner and Chartered Life Underwriter designations.  A self-described “research hound”, Brett enjoys continuing to learn and advancing his knowledge in the industry.

Prior to working in the financial industry, Brett spent most of his first 20 years of his career in Management Consulting & Business Consulting.

Brett is married to his amazing wife Leigh, and together they have two ‘almost-grown-kids’, Keira and Jaren.  He has also, at one time or another, geeked out about music, sci-fi, scotch, computers, comics, coffee, and the Income Tax Act.