Team Martin-Charles Plouffe
Welcome
Throughout your life, your financial needs evolve and require solutions adapted to each new stage. This is especially true when you are building your financial assets in order to carry out all the projects you have at heart. And I understand that.
My colleagues and I have been entrusted with an important mission: to manage the most important investments in the world... yours!
I invite you to discover the approach I use to manage your wealth, as well as my varied service offering that presents solutions adapted to the different stages of your life.
As a member of the National Bank Financial - Wealth Management team, I can draw on more than a century of expertise and am backed by one of the largest financial groups in the country. I have the experience, the know-how and the resources to help you achieve your investment goals.
I offer each of my clients a personalized approach and a customized investment portfolio. In addition, I am able to recommend complementary financial products and services to meet all their financial needs.
If you have any questions or need more information, please do not hesitate to contact me by phone, or by using the contact form.
Discover our company
Our mission
Martin-Charles Plouffe's mission is to guide and advise you on all aspects of your financial wealth. He can help you grow your assets, protect them, convert them into an ongoing source of income and pass them on to future generations. He is a professional with a solid education and relevant industry experience. In addition to this, he :
- has successfully completed the specialized training required by the regulatory bodies;
- is registered with the regulatory bodies;
- completed the National Bank Financial Wealth Management training program which focuses on developing portfolio management skills, mastering the latest products and integrating our organization's investment philosophy and business processes (this training is complementary to the basic requirements of the regulators);
- has completed a continuing education program to keep pace with the changing financial industry.
- can advise you on a wide range of products and services offered by National Bank Financial Wealth Management, whether you are an individual or a business with specific or complex needs.
Honours and distinctions
2020 Regional Awards of Excellence - Wealth Advisor of the Year
Award - South shore
2017 Regional Awards of
Excellence - Wealth Advisor of the Year Award - South shore
2017 Finalist - iShares
BlackRock Portfolio/Discretionary Manager of the Year by Wealth
Professional
2016 Finalist - CETFA Award
for ETF Champion of the year by Wealth Professional
2014 Regional Awards of Excellence - Wealth Management
Excellence of the Year Award - South shore
