Robert Martel Email
Gestionnaire de portefeuille, conseiller principal en patrimoine @ CIBC Wood Gundy
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Robert Martel Location
- Montreal, QC, CA
Robert Martel Work
- 2017 -now Gestionnaire de portefeuille, conseiller principal en patrimoine @
- 2005 -now Directeur, Gestion de patrimoine, Gestionnaire de portefeuille @ Richardson GMP Limitée
Robert Martel Education
- HEC Montréal
BAA (Finance)
1987-1989 - Brébeuf
Robert Martel Skills
- Wealth Management
- Investments
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Investment Strategies
- Strategic Financial Planning
- Fixed Income
- Retirement Planning
- Asset Managment
- Asset Allocation
- Estate Planning
- Alternative Investments
- Equities
- Asset Management
- Investment Management
- Institutional
- Financial Planning
Robert Martel Summary
- Robert Martel, based in Montreal, QC, CA, is currently a Gestionnaire de portefeuille, conseiller principal en patrimoine at CIBC Wood Gundy. Robert Martel brings experience from previous roles at Richardson GMP Limitée. Robert Martel holds a 1987 - 1989 BAA in Finance @ HEC Montréal. With a robust skill set that includes Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management and more. Robert Martel has 1 emails on RocketReach.
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