Senior Wealth Advisor, FCSI, CIM
National Bank Financial
1602-50 O’Connor St, Ottawa ON, K1P 6L2
Team Assets (Custodied)
Typical Size of Household Accounts
Minimum Account Size for New Business
Typical Net-Worth of Relationships
Martin Lacroix graduated with honours from La Cité in 1994 with a diploma in Business Administration, specializing in Finance. That’s where he discovered the world of investing.
He now has over 28 years of experience as a Senior Wealth Advisor at National Bank Financial, and also holds the title of Portfolio Manager. His passion to share his knowledge and educate has helped him successfully establish strong and lasting client relationships.
Martin has been named Wealth Advisor of the year in Canada in 2017, and in his region 10 times, which is a testament to his integrity and his commitment to his clients’ best interests.
In his free time, Martin enjoys playing hockey, biking and travelling with his wife and four children. He also likes to make a difference in his community by raising funds for Children’s Hospital of Eastern Ontario (CHEO) and regularly donating to the Ottawa Food Bank.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.