Michael Martella
Cim, Senior Investment Advisor, Assante Capital Management Ltd at Ci Assante Wealth Management
Based in Montreal, Canada
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Seniority
Staff
Department
Other
Location
Montreal
Industry
Financial Services
Company size
1.3K
Contact information
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m•••••••@cifinancial.com
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Background
About Michael Martella
As a Senior Investment Advisor at Assante Wealth Management, I have over 20 years of experience in helping individuals and companies achieve their financial goals. I specialize in catering to doctors, dentists, and business owners, who face unique challenges and opportunities in their wealth journey. My core competencies include designing and implementing tax strategies, succession planning, responsible investment, and pension plans for incorporated professionals and entrepreneurs. I have helped launch, grow, and merge hundreds of medical and business ventures, and collaborated with accounting and law firms to deliver optimal solutions. I am also passionate about supporting clean and sustainable initiatives, and frequently speak on Montreal TV and talk radio. I hold the CIM designation, the Responsible Investment Advisor certification, and the Certificate in Advanced Investment Advice. I am a member of Assante’s Chairman’s council and ranked #1 Financial Advisor under 40 in 2019.
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