Charles Edgar Martin

Charles Martin
Charles Edgar Martin

Senior Portfolio Manager

CFA®

Working together to help you achieve what truly matters to you

Phone

Office

(514) 289-7506

Office Location

1350 boulevard René-Lévesque Ouest 9e étage Montréal, QC H3G 1T4. map

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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.

Phone

Fax

(514) 289-0032

Branch Phone

(514) 289-8400

Branch Fax

(514) 289-0032

Certificates

CFA®

Languages

French

English

Our video brochure

At The Martin Advisory Group, we want our clients to remain clients for the rest of their lives, so all our decisions are made accordingly. Our dedicated team strives to continue to earn our clients' trust every day, with our priority always being to put the client first.

Your Market Minute - February 2024

The Martin Advisory Group

Martin Advisory Group
We are one of the largest discretionary portfolio management groups at TD Wealth Private Investment Advice in Canada, based on assets under management as of April 30, 2022. We serve business owners and affluent investors and their families since 1994. We provide comprehensive service, personal wealth advice, placing our clients and their goals at the centre of everything we do. Our long-term commitment enables our wealth services to grow and adapt with our clients, their families and their businesses as they move through the different phases of their lives.