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Charles E. Martin bought his first bond at age 13, earned 20% and instantly knew that investing was his calling. After earning a Bachelor of Commerce in Finance at Concordia University in 1993, he became an Investment Advisor a year later and joined TD Wealth Private Investment Advice (TD Wealth) in 2009. Since 1994, Charles has led the Martin Advisory Group to help serve affluent families and institutions with passion, vision and discipline. He is a Chartered Financial Analyst charterholder (CFA®), the industry’s gold-standard designation.
As one of the leaders within TD Wealth and the industry, Charles has served on the TD Wealth National Advisor Council to liaise between management and advisors; frequently delivers seminars on economics to TD Bank Group businesses, clients and professional firms; is often featured in the Quebec media as a TD Wealth spokesperson and commentator; mentors many promising young advisors at TD Wealth and externally to help them learn from his mistakes. Through these roles, Charles hopes to foster better-qualified advisors and better-informed investors.
Charles brings his clients a sound understanding of economics, portfolio management, investment strategies, market fluctuations, and wealth planning. As one of the industry’s first Portfolio Managers, he began offering discretionary services in 2001, helping free his clients from the pressure of making investment decisions and delivering many other benefits. He values the relationships he has built by providing goals-based investing and great service, and his primary measure of success is his clients’ satisfaction..
A true family man who believes in work/life balance, Charles is serious about his business but always makes it home for dinner with his wife Elisabeth and their daughter and two sons. He previously lectured for Concordia’s commerce program. When it’s time to unwind, Charles enjoys firing up his charcoal barbecue and grilling something great. Also, he previously coached minor hockey and is passionate about playing the game himself as well as cheering on his beloved Habs.
The Martin Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Marc Robillard, B.A.A., Associate Investment Advisor
Marc Robillard brings our clients more than 15 years of experience; he believes that they value his conscientious approach to understanding their needs and transparent reporting on their investment performance. Marc holds the Chartered Investment Manager (CIM®) designation and is licensed to provide options solutions. An avid learner, he strives to stay up-to-date on the latest financial products to help clients get a good return on their investments.
Marc advises one-third of our clientele, addressing a wide spectrum of their wealth needs. Charles reviews Marc’s portfolios with each client personally at least once per year and remains available to people through his open-door policy. In addition, Marc performs our team’s bulk trade executions, ensuring that buy and sell orders on individual stocks and bonds are done accurately, fairly and cost-effectively for clients and our model portfolios. He also handles all of our technological issues.
Marc joined TD Wealth Private Investment Advice in 2009 and previously worked with RBC Dominion Securities for four years, where he joined Charles's team in 2005. He earned a Bachelor of Business Administration in Finance from the School of Management Sciences at the Université du Québec à Montréal (ESG UQAM). Marc enjoys relaxing with his young son and daughter on weekends. He also loves hiking and travelling.
Isabelle has more than 27 years industry experience, both at TD and other financial institutions, and extensive expertise managing investments. She is dedicated to advising one-third of our clientele, addressing their needs and helping build trusting relationships. She helps Charles prepare clients' periodic personal portfolio reviews and ensures he has time to remain available to keep his open-door policy.
Holding a Chartered Investment Manager (CIM®) designation and licensed to provide options solutions, Isabelle provides day-to-day service, bulk trade execution, and thorough performance reporting. To help clients meet their goals, she also connects clients with other TD Specialists when appropriate to assist with savings, spending, investing, tax efficiency, high level private banking and commercial banking for venture financing. Isabelle keeps our clients informed about emerging issues so that they may make informed decisions. In addition, she supports our team by managing our client education seminars, team branding and business development.
Isabelle spends her free time playing the piano or hiking with her teenage son, Félix. She is currently working towards her goal of climbing all 46 summits of the Adirondack Mountains that are above 4,000 feet.
Julian Pedicelli
Client Service Associate
CFA®, CIM®
Julian holds a Bachelor of Commerce degree from Concordia University's John Molson School of Business, with a major in Accounting and a minor in Finance. He is a Chartered Financial Analyst charterholder (CFA®), the industry’s gold-standard designation.
In addition to listening and having an excellent team spirit, Julian is hard working, curious, motivated and educated. He is always looking for the best solutions for our customers. Developing relationships with clients and helping them achieve their financial goals is what makes him so passionate about his work.
In his role, Julian helps to rebalance portfolios and ensures that clients' everyday needs are met with professionalism. Prior to joining our team in 2019, he worked for two years at TD Direct Investing as an investment representative for high net worth clients. Previously, he worked for three years at TD Canada Trust as Customer Service Representative.
Julian spends his free time with his family and friends. A music lover, he likes to play the piano. He also enjoys playing sports, Formula 1 and encouraging the Montreal Canadiens.
Emilie’s chief responsibility is making sure our team complies with industry regulations. To help us meet the wide-ranging needs of our high-net-worth clients and their families, she keeps our accounts and paperwork complete and up-to-date and records the mandatory details and documentation in an accurate, organized, meticulous manner. She is bilingual in both English and French and strives to provide the best possible customer service that our client deserves. We believe that she explains things clearly when assisting clients with their queries and works well with everyone on our team.
Emilie has been with TD WealthPrivate Investment Advice since 2001 and on our team, The Martin Advisory Group, since early 2014. She is often asked to help train others according to her high standards of client service. Emilie has completed the Canadian Securities Course and Conduct and Practices Handbook Course with the Canadian Securities Institute. In her personal time, she pursues her passions for reading and art, and she is a proud mother of Louise, her first child.
Bruno brings years of retail banking experience, working with commercial clients, mortgage and credit products and helping to manage investments. Full of life, Bruno is an expert when it comes to fulfilling our client’s administrative needs. Clients appreciate his attention to detail, good listening abilities and prompt execution. Bruno received his Bachelor of Commerce degree from Concordia University and successfully completed the Canadian Securities Course and the Conduct and Practices Handbook. Bruno is happily married to his wife, Jessica. Outside of work, Bruno has played competitive ice hockey since childhood and is an avid traveler. He also has a passion for culinary delights.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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