Martin Pl.Fin
About Martin Pl.Fin
Martin Pl.Fin is the Directeur De Compte for Gestion De Patrimoine at Desjardins' Service Signature Laval Laurentides, with over a decade of experience in various financial roles.
Current Role at Desjardins
Martin Pl.Fin is currently serving as Directeur De Compte - Gestion De Patrimoine for the Service Signature Laval Laurentides at Desjardins. In this role, he focuses on wealth management, providing personalized financial strategies and solutions to clients in the Laval-Laurentides region. His responsibilities include overseeing asset management, investment planning, and ensuring comprehensive financial services to meet client needs.
Previous Positions at Desjardins
Martin has extensive experience at Desjardins, having started with the company in 2012. He has held various roles including Planificateur Financier (2016-2018), N-7 Conseiller Investissement Retraite (2015-2016) in Levis, Quebec, and N-6 Conseiller En Finance Personnelle (2014-2015). Additionally, he worked as N-4, Agent Service Financier (2012-2014), demonstrating a robust career trajectory through Desjardins' financial services sector.
Wealth Management Expertise
Over his career, Martin Pl.Fin has acquired substantial expertise in wealth management, particularly within the Laval-Laurentides region. His roles at Desjardins have equipped him with critical skills in financial planning, retirement investment advising, and personal finance consulting. His current position leverages this extensive background to deliver tailored solutions that address the nuanced financial needs of his clients.
Educational Background
Martin Pl.Fin holds a strong academic background from École des Sciences de la Gestion (ESG UQAM). He pursued his studies in this institution from 2009 to 2016, completing several programs, including a Bachelor's degree in Arts. His education has provided a solid foundation in management sciences, which he has applied throughout his professional roles in financial services.
Career Development at Desjardins
Throughout more than a decade with Desjardins, Martin has transitioned through roles of increasing responsibility. His career development includes key positions that have built his expertise across different facets of financial services, from financial planning and retirement investment advising to personal finance consulting. These diverse experiences have culminated in his current leadership role within the wealth management sector.