Meet our Team
Martin Cloutier,
B.Comm (Hons.), CFP, RRC, CIM
Portfolio Manager, Senior Investment Advisor
Languages
With over 20 years in the investment industry, Martin Cloutier delivers personalized, strategic financial planning and investment advice. He has helped clients from all walks of life align their wealth with their goals through a disciplined, client-first approach. A proud father of four, Martin enjoys cooking, spending time with family, camping, and traveling the world.
Credentials and Education
- Chartered Investment Manager (CIM®)
- Registered Retirement Consultant (RRC®)
- Certified Financial Planner (CFP®)
- Bachelor of Commerce (Honors) – University of Manitoba
- Canadian Securities Course | Conduct & Practices Handbook
- Wealth Management Essentials
- Licensed in Life, Accident & Sickness Insurance
Nicolas Ariza,
BBA
Client Experience Manager, Business Development Associate
Languages
With 10 years of experience in the financial industry, Nicolas Ariza ensures that the client journey—both for existing and future clients—is smooth, efficient, and rewarding. He supports the Senior Investment Advisor in meeting client needs through precise processes, meaningful interactions, and full regulatory compliance. Focused on building strong relationships, Nicolas helps deliver high-quality, tailored wealth management solutions.
Credentials and Education
- Bachelor in Business – Universidad Autónoma de Bucaramanga
- Post-Degree in Marketing Management – University of Winnipeg
- Management Certificate – University of Winnipeg
- Post-Degree in Sales Management – Universidad de La Sabana
- Canadian Securities Course (CSC®)
- Canadian Investment Funds Certificate (CIFC®)
Mayra Castillo,
Client Services Administrator
Languages
With 3 years of experience in the banking industry and Credit Unions in Manitoba, Mayra Castillo brings a strong background in client service and business operations, supported by her business studies in Australia. Her passion is helping clients and ensuring their needs are met efficiently. Outside of work, Mayra enjoys fine art, including painting and drawing.
Credentials and Education
- Diploma in Business – IEA Australia –
- Certificate II and III in Business – Greystone College Australia
Disclaimer: Insurance products are sold via Harbourfront Estate Planning Services Inc. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage; please inquire for more information.