Martin Goulet
About Martin Goulet
Martin Goulet is a Financial Planner and Mutual Fund Dealer Representative with expertise in wealth management and financial planning. He specializes in corporate life insurance and charitable gift planning, and has worked in the financial sector for several years, including a notable tenure at PwC.
Work at Investors Group
Martin Goulet has been employed at Investors Group since 2017. In his role as a Financial Planner and Mutual Fund Dealer Representative, he focuses on providing investment advice and financial planning services. His responsibilities include analyzing clients' financial situations and recommending appropriate investment strategies to meet their financial goals.
Education and Expertise
Martin Goulet studied at Université Laval, where he earned a Bachelor of Business Administration from 1987 to 1991. He also studied Accounting for a brief period in 1991. His educational background supports his expertise in wealth management and financial planning, with a specific focus on corporate life insurance and charitable gift planning.
Background in Accounting
Before joining Investors Group, Martin Goulet worked at PwC as a Chartered Professional Accountant and Tax Specialist from 1991 to 2000. During this nine-year tenure in New York, New York, he gained significant experience in accounting and tax-related matters, which contributes to his current financial planning practice.
Professional Focus
Martin Goulet specializes in investments, corporate life insurance, and charitable gift planning. His professional skill set allows him to assist clients in navigating complex financial landscapes, ensuring they make informed decisions regarding their wealth management strategies.