Paul-Martin Séguin

🇨🇦 Ottawa, CanadaIMI Pro

Paul-Martin Séguin

Principal at Sinergia Wealth Ltd.

Profile

About Paul-Martin Séguin

Paul-Martin Seguin joined OAC in 2018 and brings over 25 years of direct, relevant experience in the financial services industry, having worked in similar roles at institutions such as EFG Bank in the Bahamas and the Cayman Islands, and at Credit Agricole Suisse and National Bank of Canada (International) in the Bahamas. Paul-Martin has extensive experience working with high-net-worth (HNW) clients and families, as well as with institutions, on both an advisory and discretionary basis.

Originally hailing from Canada, Paul-Martin worked there for many years at the National Bank of Canada in various roles. He managed the bank's Immigrant Investor Program for two years, and before that, he led the bank's registered retirement savings plan products. During his years in wealth management, he helped several families obtain residency in different parts of the world, mainly in the Caribbean and Panama.

He earned his MBA in Finance and a BA in Business Administration from Université du Québec in Montreal, Canada, and holds a Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP), as well as the Investment Migration Certificate (IM).