Portfolio Manager
CIM®
F.Pl.
B.A.A
Portfolio Manager
CIM®
F.Pl.
B.A.A
Martin is a Portfolio Manager with over 23 years of experience in the wealth advice industry. He holds a Financial Planning (F.Pl.) designation and is a Financial Security Advisor with TD Wealth Insurance Services.
He surrounds himself with a network of TD Specialists and skilled professionals who can help provide his clients with wealth management solutions such as; Tax Planning, Retirement Planning, as well as Estate and Trust Planning.
Martin's role is to truly comprehend his client's needs and objectives, creating a financial road map that can help lead them to success. He builds tailored portfolios with the ultimate goal of guiding his clients through life's obstacles and evolution.
Martin is passionate about the economy and the financial markets and is often quoted in Finance & Investissement, la Presse, le Soleil, la Tribune, le Journal de Montréal, le Nouvelliste, le Journal de Québec, la Voix de l'Est, Coup de pouce, LCN, and Les Affaires.
Client Service Associate
Client Service Associate
Catherine joined TD in September 2015, and has over 25 years of customer service experience.
She supports the portfolio managers on an administrative level. Together they establish and maintain long-term relationships with our customers; she provides operational sales support and delivers a professional level of client service to our clients, acting as the resource person in the absence of the Portfolio Manager.
Catherine enjoys the outdoors and finds peace by walking in nature.
Client Service Associate
Client Service Associate
Candice graduated with a finance degree from University of Quebec in Outaouais in 2017. She has over 5 years of banking experience and joined TD back in September 2018. Her banking and customer service experiences as well as her knowledge of the financial industry make her an asset to our team.
Besides work, Candice enjoys spending time with her family and friends and find pleasure in dancing and drawing.