Golden Path Financial - Advisors

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With over 20 years of experience in the financial services industry, Jill has dedicated her career to helping individuals and businesses achieve their financial goals through tailored investment strategies and comprehensive planning. 

Having earned a reputation for integrity and professionalism, Jill takes pride in building long-term relationships with clients, understanding their unique financial situations, and guiding them towards informed decisions. Her extensive knowledge encompasses a wide range of financial products, including retirement planning, estate planning, tax optimization, and risk management including Life Insurance, Health Insurance, Group Insurance.

Jill holds industry relevant certifications, such as Certified Health Insurance Specialist designation, Labour Sponsored and Branch Managers Certification, and continuously enhances her expertise through ongoing education and industry involvement. This commitment ensures that she remains at the forefront of market trends and regulatory changes, enabling clients to navigate the evolving financial landscape with confidence.

In addition to individual and family financial planning, Jill also has a keen interest in working with small businesses like Income Property Investors to help find creative ways to purchase more doors in their portfolio while saving on taxes. As well as business professionals such as Physicians, Dentists, and Lawyers to help them manage their finances effectively while they focus on their busy careers and secure their future through tax efficient sustainable growth strategies.

Outside of work, Jill is passionate about community involvement and volunteers on the board for Hestia House and KV Oasis Youth Services Center and often participates in local financial literacy programs, aiming to empower individuals with the knowledge to make sound financial choices. Jill previously held the position of President of the New Brunswick Chapter of Advocis, The Financial Advisors Association of Canada and served on the board for 17 years. And when she's not giving back to her community, you can find her spending her free time with the loves of her life, Daniel, Taylor, Danika, Jaxon, Lily and her two dogs  Rockwell, and Cooper....Or outdoors, hiking, paddle boarding, teaching a fitness class or playing hockey.

Whether you are just starting your financial journey, planning for retirement, looking to grow your investment portfolio, or seeking comprehensive financial advice, Jill is committed to providing personalized solutions that align with your vision and financial aspirations. Connect with Jill Shephard today to start your journey towards financial wellness.
 

With over 16 years of experience in the financial services industry, Daniel Martens is a seasoned Advisor and Investment Representative serving clients across Prince Edward Island, Nova Scotia, and New Brunswick. A graduate of Holland College with a Business Diploma, Daniel began his career in finance immediately after graduation and has been committed to guiding individuals, families, and business owners toward financial security ever since.

Daniel resides in Lyndale, PEI, with his two children, Jaxon and Lily. He is in a relationship with his partner, Jill, and together they share a deep commitment to family and community. Raised on a tobacco farm, Daniel learned the value of hard work early in life, an ethic that continues to shape the way he serves his clients today.

Deeply committed to community service, Daniel currently serves as President of the PEI Association for Community Living, an organization dedicated to supporting individuals with intellectual disabilities and their families. He is also a Director-at-Large with Inclusion Canada, the national body advocating for the inclusion and rights of people with intellectual disabilities. Daniel previously held the position of President of the PEI Chapter of Advocis, The Financial Advisors Association of Canada, where he helped strengthen advisor education and advocated for public policy that supports sound financial advice. He also serves on the board of the Eastern PEI Chamber of Commerce.

Recognized as a leading expert in Registered Disability Savings Plans (RDSPs), Daniel brings a wealth of knowledge and compassion to families navigating financial planning for individuals with disabilities. His passion for community and dedication to client success continue to define his work and make a lasting impact.