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 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.