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.