Team Martin-Charles Plouffe 

Our expert team is here to meet your financial needs.

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Honours and distinctions 

 

2020 REGIONAL AWARDS OF EXCELLENCE

  • Investment Advisor of the Year Award -South shore

 

2017 REGIONAL AWARDS OF EXCELLENCE

  • Investment Advisor of the Year Award -South shore

 

Finaliste 2017 iShares BlackRock Portfolio/Discretionary manager of the year par Wealth Professional

 

Finaliste 2016 CETFA Award for ETF Champion of the year par Wealth Professional

 

2014 REGIONAL AWARDS OF EXCELLENCE

  • Wealth Management Excellence of the Year Award - South shore

 

Contact us

Get contact information for our team members and find out where our offices are.

 

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