Marlo

About us

Marlo Wealth Management

An independent, relationship driven, wealth management office that provide clients peace of mind by delivering a concrete roadmap to financial freedom.

Our

Background

Based in downtown Montreal, Marlo Wealth Management partners Mitchell Mares, Stephane Arcache, and Martin Locas have worked together for over a decade and offer a combined 70+ years of experience providing clients with integrated wealth management strategies.

With the Marlo team diverse backgrounds and experience, clients can count on advice that matters and continuity for years to come.

Team marlo 1

Our

Mission

We believe that the goal of building wealth is to achieve financial freedom - the freedom to live your life, pursue your dreams, and provide for the future without financial burdens.

Our mission is to provide our clients with personalized, pertinent financial advice and help them build the foundation needed to achieve their goals with confidence.

Team marlo 2

Our Team

We're here to help

Stephane Arcache

Investment Advisor attached to Peak Securities Inc

Financial Security Advisor attached to Marlo Wealth Management

Group Insurance and Group Annuity Plan Advisor attached to Marlo Wealth Management

Stephane is a graduate of Concordia University with a degree in marketing and finance. He started his career in the financial industry in 1995 with a passion for helping others make informed financial decisions. After gaining experience at large financial institutions like Sun Life and TD Waterhouse, he joined PEAK in 2003 and has been a valuable member ever since. As someone who grew up during a civil war, his experiences shaped his desire to assist others, which he applies daily in his work with clients. Stephane is happily married and a proud father of two teenage boys. When he's not working, he enjoys travelling, playing tennis, and cheering on his sons at their soccer games.

Biography

Mitchell Mares

Investment Advisor attached to Peak Securities Inc

Financial Security Advisor attached to Marlo Wealth Management

Mitchell has over 13 years experience in the financial services industry, embarking on his career in 2010. He joined the PEAK team in 2012 and is dedicated to establishing long-term relationships with clients through an ongoing, collaborative process. Mitchell is currently pursuing his Chartered Investment Manager (CIM®) designation and has a passion for sports, especially golf. He is the father of two young kids.

Biography

Martin Locas

Investment Advisor and Branch Manager attached to Peak Securities Inc

Financial Security Advisor attached to Marlo Wealth Management

Group Insurance and Group Annuity Plan Advisor attached to Marlo Wealth Management

A graduate of HEC Montréal with a degree in Finance, Martin offers over 25 years of experience in financial services. Beginning his career in 2000, he served in roles as a branch manager and compliance officer before becoming an Investment Advisor. Being attentive to his clients’ needs is his top priority. He is passionate about technology and sports, especially hockey and golf, and always puts family first.

Biography

René Chayer

Investment Advisor and Assistant Branch Manager attached to Peak Securities Inc

Financial Security Advisor attached to Marlo Wealth Management

René began his career in financial services with a Bachelor of Administration degree and is still enjoying the journey after more than 27 years. Previously serving as a compliance officer and associate branch manager, he is a team player and is motivated to succeed by his family, especially his two daughters. He is a passionate outdoorsman and environmentalist, and being mindful of his clients’ needs is always his #1 priority.

Biography

Katri Campeau

Operations & Client Support

Katri is the most senior assistant on the Marlo team, having joined the company in 2001. She is registered as a Registered Representative with CIRO . With her cheerful personality, her efficiency and her keen attention to details, she’s always attentive to client needs. As a mother of three, she is active in her community and enjoys building a sense of belonging. She loves physical activity like hiking and rowing, as well as enjoying the company of friends and family around a good meal.

Biography

Isabelle Lapointe

Operations & Client Support

Isabelle joined the Marlo team in 2016 after 20 years at a large Canadian bank, holding various positions in management, as well as the credit and compliance departments. She is registered as an Investment Representative with CIRO. With her passion for helping people and her sharp analytical mind she’s constantly looking to enhance our processes to better serve our clients.
She is a mother of two and enjoys outdoor activities, travelling, and gastronomy.

Biography

Julie Bonenfant

Operations & Client Support

Following 13 years at a large insurance company, where she served as an account director, Julie joined the Marlo team in 2017. Her experience and warm personality helped her become an expert in customer service, and she’s always dedicated to helping clients. She is a mother of three, is passionate about the outdoors and arts and culture, and regularly volunteers at her daughters’ skating club.

Biography

Mélissa Valiquette

Operations & Client Support

Mélissa joined the Marlo in 2021 with a background in accounting, having worked for an engineering firm for many years. She is currently pursuing her IIROC license and is computer savvy, attentive, and detail oriented. She is a mother of two children, one of whom has special needs, and loves dancing, volunteering, and caring for others.

Biography

PEAK Securities inc

All investment related services are offered through PEAK Securities Inc.
PEAK Securities Inc. is part of PEAK Financial Group, Canada's leading fully independent multidisciplinary dealer, providing clients with a wide range of third-party investment options .


Learn more

Peak financial group