Shawn Martel, Pl. Fin, CIM®, RIS

Wealth Management Advisor

Shawn has been working in the financial services industry since 2008. He graduated from the John Molson School of Business at Concordia University, with a Bachelor of Commerce degree (major Finance) and a specialization in Portfolio Management. From there, Shawn worked for a major Canadian bank, followed by a first stop at Assante as an administrative coordinator and then a six year stint at a boutique investment counsel firm in Montreal, where he rose to the role of Vice President. In May 2017, Shawn made the return to Assante and got involved in a practice working with his father, Denis Martel CFP® and his partner of many years, Jean-François Painchaud, Pl. fin. As a team, their focus is on offering full-service wealth management to clients, their families & their businesses, by assisting with investment, insurance, wealth & estate planning. Shawn holds the Chartered Investment Manager (CIM®) designation since 2013 and the Responsible Investment Specialist Designation (RIS) with RIA Canada since 2020, which equips him with the knowledge needed to discuss environmental, social and governance (ESG) issues with clients. In 2023, Shawn obtained the Financial Planner designation from the Institut Quebecois de Planification Financière (IQPF), On a personal level, Shawn is married to his wife Sara and together they have 3 daughters. He enjoys watching professional sports, playing hockey, softball & golf, as well as spinning. He has volunteered & raised money for causes like Movember Canada, ICRF & JDRF.

headshot

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 Association de planification fiscale et financière (APFF), 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 APFF and the Society of Trust and Estate Practitioners.

headshot

Francis Latour, CPA, LL.M

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.

Francis joined CI Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 25 years.

Francis is a Chartered Professional Accountant with a Bachelor of Commerce from McGill University and a master’s degree in taxation from HEC Montréal. He is a member of the Order of Chartered Professional Accountants of Quebec, the Association de planification fiscale et financière (APFF) and the Canadian Tax Foundation (CTF). He has presented at tax conferences such as the APFF and CTF. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.