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OUR TEAM

WEALTH MANAGERS

We support our wealth management decisions with the help of our extensive capital markets expertise and our professional network

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Carl Martel

President and Portfolio Manager

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In his capacity as a portfolio manager, Carl has been the primary lead for the $150 million Canadian Healthcare portfolio with CDP Capital World Markets and been responsible for managing over 600 relations/family accounts with $600 million plus under management including client portfolio’s worth a minimum $1 million at National Bank Private Wealth 1859.

Carl also has more than 16 years of experience in real estate hard assets.

Mr. Martel is a Chartered Investment Manager with the CIM® Designation and holds a Certificate in Derivatives Market Strategies from CSI Global Education, holds a Masters of Science from Laval University and an MBA from l’Université du Québec à Montréal.

Insurance

Montag covers the following services: life insurance, disability insurance, critical illness insurance, health and dental care, long-term care, travel insurance, group insurance and retirement services.

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