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Kyle Martins

CFP®, BBA
Partner | Financial Planner

Kyle commenced his financial planning career after earning a bachelor's degree in finance and accounting early 2021. Before his time at Parallel Wealth, he gained valuable experience at another boutique firm, which furthered his growing interest for assisting clients. Kyle holds his Certified Financial Planner® designation, enabling him to offer enhanced planning services to Canadian retirees and pre-retirees. His expertise lies in maintaining client relationships and advising on insurance matters.

Outside the office, he's probably hiking up the side of a mountain with his wife, Emma, playing soccer or finding untouched powder on a snowboard.

Born in Penticton, British Columbia at 6 lbs 5 oz.

Email Kyle at [email protected] 

WHAT ARE YOUR TOP 3 BUCKET LIST ITEMS?

Ride in a hot air balloon, hike Machu Picchu in Peru, drive a super car for a day.

IF YOU COULD TRAVEL ANYWHERE IN THE WORLD, WHERE WOULD IT BE?

The Swiss Alps has always been a place I would love to visit.

FAVOURITE SUMMER ACTIVITY?

Wake surfing on Skaha Lake in the Okanagan.

WHAT IS YOUR FAVOURITE WEBSITE TO WASTE TIME ON?

Facebook Marketplace.