Meet The Team

Senior Portfolio Manager

CFA

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.

French

English

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.

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 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 clients deserve. 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 Wealth Private 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.