Quarterly Q&A video
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. Today, Charles brings investors more than 23 years of experience and has led The Martin Advisory Group to help serve affluent families and institutions with passion, vision and discipline since 1994. 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; and sits on the TD Wealth President’s Council as one of the firm’s 30 top-performing advisors across Canada. 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 lectures regularly for Concordia’s commerce program. When it’s time to unwind, Charles enjoys firing up his charcoal barbecue and grilling something great. Also, He has coached minor hockey since 2006 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.