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Our team of specialists is here to meet your needs.

Phone : 514-879-5392

Fax : 514-879-3873

1 Place Ville-Marie Bureau 1700
Montreal, QC, H3B2C1

Business hours

Our team of experts

Wealth Advisor & Portfolio Manager

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English, French

An irreplaceable financial advisor; this is the mission that Jean Martel has been pursuing for over 20 years. He holds a bachelor’s degree from Concordia University, as well as the title of Chartered Investment Manager (CIM).

Jean Martel has accumulated an extremely diverse expertise over the course of his career, this have given him an in-depth knowledge of the tendencies and fluctuations of the markets. A rigorous yet conservative management style has allowed him to offer a superior service to his clients; providing consistent earnings while still managing risk.

Backed by one of the most solid financial institutions in the country, Mr. Martel has the necessary expertise to advise you in all aspects of wealth management. Aided by a group of experts that can satisfy your every need, Jean will help you personally develop the best strategies to magnify your wealth, all while protecting your assets.

On top of a personalized service, his clients will benefit from state-of-the-art technology and an offer of products and services among the most innovative in the industry.

Nathalie Comtois

Wealth Associate

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English, French

For more than two decades, Nathalie has thrived in the wealth management industry. By continuously seeking to refine her skills and expand her knowledge, she has built a strong reputation within the industry. Her successful completion of the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook Course (CPH®) are just two examples, among many others, of her commitment to personal growth and professional excellence.