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: Jordyn, Hannah & Abby. 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.