Carl Martel

Background

About Carl Martel

President and Portfolio Manager Carl serves as the president and portfolio manager of Montag Private Wealth. He is a focused and pragmatic, results-oriented investment professional and entrepreneur with over 15 year of capital market experience. He has served as a portfolio manager, CEO and research analyst of both private and public companies. In his capacity as a portfolio manager, Carl has been the primary lead for the $150 million Canadian Healthcare portfolio with CDP Capital World Markets and been responsible for managing over 600 relations/family accounts with $600 million plus under management including client portfolio’s worth a minimum $1 million at National Bank Private Wealth 1859. He has extensive experience as both a buy-side and sell-side Equity portfolio manager and research analyst, as well as, experience with equity and index derivatives giving him a comprehensive understanding of the investment environment. Passionate about making a positive impact on clients' lives Carl like differentiate himself by listening, understanding and solving problem as well as managing risk, educate and simplify financial picture. Carl also has more than 10 years of experience in real estate hard assets. He’s currently a real estate landlord and property manager in multi-family apartment buildings within Quebec and Ontario. Mr. Martel is a Chartered Investment Manager with the CIM® Designation and holds a Certificate in Derivatives Market Strategies from CSI Global Education, holds a Masters of Science from Laval University and an MBA from l’Université du Québec à Montréal. Carl is also a candidate for the Chartered Alternative Investment Analyst (CAIA) Designation.