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
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
Associate Investment Advisor
CIM®
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
CFA®
CIM®
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
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.
Client Relationship Associate
Client Relationship Associate
With 15 years at TD, Daisy Correia has extensive experience in wealth management. Starting as a Financial Advisor with TD Canada Trust, she later became an Investment Representative at TD Direct Investing and has spent the last eight years with TD Wealth Private Investment Advice.
Daisy holds a Bachelor of Commerce in Finance from Concordia University’s John Molson School of Business and has completed the CSC, CPH, WME, and Options Licensing Course (DFOL). Known for her patience, care, and solution-focused approach, she helps clients manage their wealth and portfolios while supporting her team in adopting innovative technologies.
In her free time, Daisy enjoys photography and spending time with family and friends.
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).