MARC RUSTENHOLZ
MONTREAL,CANADA
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Investment & Pension Plan Specialist
ROYAL BANK OF CANADA
02.2016 - Current
- Implemented innovative investment and retirement solutions to address unique client challenges, delivering tailored plans that met diverse needs.
- Collaborated closely with Private Banking to deliver customized investment strategies for both personal portfolios and corporate holding company accounts.
- Achieved an average annual repatriation of $60M in collective investment fund assets from third-party institutions, excluding cash holdings, GICs, and internal transfers.
- Consistently onboarded an average of 20No. new Private Banking families and 80No. Financial Planning clients per annum.
- Delivered comprehensive retirement and financial planning solutions for clients with average net worths exceeding $10M.
- Led a dedicated team of three assistants and one associate, ensuring seamless client service and portfolio execution.
- Over the past decade, directly contributed to $1B+ in invested assets-including internal funds and guaranteed solutions-setting a provincial record in Quebec.
- Provided strategic advice on mutual funds and ETFs for personal and corporate mandates, emphasizing long-term, tax-efficient growth.
Financial & Retirement Planner
NATIONAL BANK OF CANADA
10.2014 - 01.2026
- Delivered comprehensive financial planning to a high-net-worth clientele, including professionals, business owners, heirs, and senior executives.
- Managed a $200M+ book of business, encompassing collective investment funds, guaranteed products, and customized financial planning solutions.
- Designed and executed retirement plans, tax strategies, and long-term investments tailored to each client's goals and risk profile.
- Partnered with the Private Banking team to deliver integrated wealth management solutions for both personal and corporate accounts.
Personal Finance Advisor - Retail Clientele
NATIONAL BANK OF CANADA
04.2013 - 09.2014
- Delivered tailored solutions across investments (collective funds and guaranteed products), banking, lending, and foundational financial planning for clients assets between $100,000 and $250,000.
Private Banker - Wealth Management
GROUP CREDIT AGRICOLE
04.2010 - 09.2012
- Served as dedicated private banker to high-net-worth clients, advising on collective investment funds, structured guaranteed products, and market-linked solutions.
- Managed a €140M client portfolio spanning both personal and corporate accounts.
- Delivered end-to-end advisory services-covering investment allocation, credit structuring, and insurance solutions-tailored to complex client profiles.
- Held full accountability for lending decisions and insurance product placement across the assigned book of business.
Wealth Management Intern
VIVA FINANCE INTERNATIONAL
06.2009 - 04.2010
- Provided clear, practical financial, tax, and legal guidance to a diverse client base.
- Led strategic partnerships with major asset managers-including Franklin Templeton, Carmignac, Rothschild & Co, Oddo BHF, and Amundi.
- Contributed to client advisory and internal business development within a fast-paced, boutique wealth management environment.
Education
Master's - Finance and Wealth Management
ESGF Business School
Paris, France01.2010
Bachelor's - Law
University of Strasbourg
Strasbourg, France01.2008
Professional Awards
- Royal Bank of Canada Chairman's Council Award for year 2018, 2019, 2020, 2021, 2022, 2023, 2024.
- Ranked #1 Investment Specialist in Quebec and top 1% nationally among 1,300 peers; honored six consecutive years for outstanding performance and client impact.
- Top 10 Financial Planners Nationwide, 2015, National Bank of Canada, based on assets under management, client acquisition, and service excellence.
- Youngest Private Banker, 2010, Credit Agricole, Appointed as the youngest private banker in France within the LCL network, reflecting exceptional early-career performance and trust from senior leadership.
Languages
French
Native or Bilingual
English
Native or Bilingual
German
Professional Working
Certification
- Certified Financial Planner Diploma, Institut Québécois de Planification Financière, Montréal, Canada - 2012-2013
- Investment Advice Diploma (Level 4), Chartered Institute for Securities & Investment (CISI) – London, UK, June 2025
- Chartered Wealth Manager Qualification (Level 6), Chartered Institute for Securities & Investment (CISI) – London, UK, September 2025
Timeline
Senior Investment & Pension Plan Specialist
ROYAL BANK OF CANADA
02.2016 - Current
Financial & Retirement Planner
NATIONAL BANK OF CANADA
10.2014 - 01.2026
Personal Finance Advisor - Retail Clientele
NATIONAL BANK OF CANADA
04.2013 - 09.2014
Private Banker - Wealth Management
GROUP CREDIT AGRICOLE
04.2010 - 09.2012
Wealth Management Intern
VIVA FINANCE INTERNATIONAL
06.2009 - 04.2010
Master's - Finance and Wealth Management
ESGF Business School
Bachelor's - Law
University of Strasbourg
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