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Robert Martel Location
Montreal, QC, CA
Robert Martel Work
Gestionnaire de portefeuille, conseiller principal en patrimoine @ (September 2017 - Present)
Directeur, Gestion de patrimoine, Gestionnaire de portefeuille @ Richardson GMP Limitée (June 2005 - Present)
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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