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Professionals who listen to your needs.

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Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

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Wealth Advisor & Portfolio Manager
Picto langues parlées

English, French

Originally from Coaticook, in the Eastern Townships, Martin-Charles Plouffe, since he was young, plans to do business in the financial sector. He is married and has four children. He lives in Saint-Lambert.

Mr. Plouffe is a graduate of the “Université de Sherbrooke” where he completed a Bachelor's degree in Business Administration (Finance option).

In 1997, Mr. Plouffe received the Charles Pelletier Scholarship from the Quebec Institute of Financial Planning as he obtained the highest marks in Quebec, for the exam leading to Financial Planner.

In 2003, Mr. Plouffe received from the Canadian Securities Institute's (CSI),  a Silver Medal as he obtained the second highest score in Canada  for the “Méthodes de Gestion de Portefeuille” Examination  leading him as a Portfolio Manager. . Mr. Plouffe is also a Fellow of the Canadian Securities Institute.

The Fellow of CSI (FCSI) represents the best skills and the highest honor in financial services in Canada.

The experience, studies, and standards of ethics that he enforces, make it one of the most difficult credentials to obtain and to maintain.

The FSCI are likely the best performers in the sector.

In 2015, Mr. Plouffe was recognized within the Top 50 Financial Advisors in Canada by Wealth Professionnal magazine.

Mr. Plouffe has more than 17 years of experience in the financial sector. He worked for CRA, Laurentian Bank and the Peak Financial Group

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