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.
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 :
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