Charles Edgar Martin - CFA®
Senior Portfolio Manager
P: (514) 289-7506
E: Charles.E.Martin@td.com
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.
Meet The Team
CFA
Guillaume Paradis has been working in the financial industry for more than 15 years. He began his career in 2011 at Invesco, one of the world's largest institutional asset management firms. In 2016, he was promoted to Regional Vice President, Senior Consultant. In this capacity, he supports Portfolio Managers and Investment Advisors in the development of high-performance investment strategies, while sharing his expertise and industry's best practices. Prior to joining our team, he spent the last 4 years as Regional Vice President at TD Asset Management.
Guillaume is a graduate of HEC Montreal, where he obtained a Bachelor of Business Administration with a specialization in Finance. He also holds the Chartered Financial Analyst (CFA)® designation.
On a personal level, Guillaume shares his life with his wife and their three young children (four, if you count the dog!). As a self-confessed foodie, he is passionate about sports and loves to travel with family and friends.
CPA
F.Pl.
TEP
CPA
F.Pl.
TEP
Kevin brings over 15 years of experience in the tax, estate and wealth planning field. He began his career at a Big Four accounting firm, where he focused on private-client taxation and at the head office of Gildan, specializing in international taxation.
Prior to joining the team, he spent the last 5 years at TD Wealth, Wealth Advisory Services, as Vice President, Business Succession Advisor, where he had the opportunity to provide tax advice to some of the most important and complex clients in the Quebec region at TD.
He holds the CPA and financial planner designations and obtained his Graduate Diploma in Taxation (D. Tax) at Université de Sherbrooke. He also completed his Bachelor of Commerce, specializing in accounting, from JMSB – Concordia University, as well as a Graduate Certificate in Professional Accounting from McGill University.
As a recognized specialist, Kevin is often featured in the media and has been invited as a guest speaker on MoneyTalk videos. He is also a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF) and have taught courses at the Association de Planification Fiscale et Financière (APFF).
On a personal note, he cherishes time with his spouse and their two young children. He also enjoys travelling and has a passion for good food.
Associate Investment Advisor
CIM®
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.
Client Relationship Associate
CIM®
CFA
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 strives to ensure 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.
Client Relationship Associate
CIM®
Client Service Associate
Client Service Associate
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.
Administrative Associate
Administrative Associate
Thomas is the youngest member of the team and helps Emilie achieve the team's compliance and administrative duties. He is fluently bilingual in French and English, and gets by in Portuguese. As the son of Charles Edgar Martin and Elisabeth Varela, who was also a member of The Martin Advisory Group many years ago, he has been discussing investments his whole life and is keen to learn more.
Thomas began working with TD Wealth in 2024 and is currently preparing to write his Canadian Securities Course (CSC®) and Conduct and Practices Handbook Course (CPH®) with the CSI (Canadian Securities Institute).
