Martin Cloutier, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on  tax  and  estate  planning  strategies  for  business  owners,  professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team. Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins  Ducharme,  a  prominent  business  law  firm.  In  addition,  Martin  has  authored  and  co-authored  articles  for  the Fiscal and Financial Planning Association, the Canadian Tax Foundation  and  other  associations.  His  overall  professional  experience in wealth planning exceeds 25 years.Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has  a  Master  of  Taxation  degree  from  the  University  of  Sherbrooke  and  the  Trust  and  Estate  Practitioner  (TEP)  designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners.