Patrice Martin
About Patrice Martin
Patrice Martin is a Service Representative at IG Wealth Management in Montreal, Quebec, with over a decade of experience in the financial services sector. He has previously held roles at Groupe Investors and has a background in taxation and sales training.
Work at IG Wealth Management
Patrice Martin has been employed at IG Wealth Management since 2019, serving as a Service Representative. In this role, he is responsible for providing support and assistance to clients, ensuring that their needs are met efficiently. His experience in the financial services sector contributes to his ability to address client inquiries and enhance their overall experience.
Previous Experience at Groupe Investors
Patrice Martin worked at Groupe Investors for a total of 14 years, holding multiple positions. From 2005 to 2012, he served as Représentant en épargne collective and conseiller en sécurité financière. Following this, he took on the role of Adjoint au directeur régional Responsable du soutien au développement from 2012 to 2019. His extensive tenure at Groupe Investors provided him with a solid foundation in financial advising and client support.
Education and Expertise
Patrice Martin studied at the Centre québécois de formation en fiscalité from 2007 to 2010, where he completed a program in Mise à jour en Fiscalité, earning the CQFF designation. Additionally, he attended Cours de vente Roger St-Hilaire in 2009 for 11 months, focusing on sales training. His educational background equips him with knowledge in taxation and sales, relevant to his roles in the financial services industry.
Involvement with Le Rezo Québec inc.
Patrice Martin was a member of Le Rezo Québec inc. from 2008 to 2018. During this 10-year period, he engaged in various activities that contributed to the organization's objectives. His involvement reflects a commitment to networking and professional development within the community.
Volunteer Work with Bénévoles d'affaires
From 2007 to 2011, Patrice Martin volunteered with Bénévoles d'affaires, serving as a member. His participation in this organization demonstrates his dedication to community service and support for local initiatives.