Guy Cote
Senior Wealth Advisor & Portfolio Manager @National Bank Financial
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @National Bank Financial
Wealth management and portfolio manager with High Net Worth individuals.Our Business Principles « Simplify your finances »We believe that the growth of family wealth creates an exponential increase in financial matters to be addressed and complex decisions to me made.We believe that only a complete understanding of the overall situation and objectives allows us to help our customers manage all aspects of their financial lives.We believe that only a team combining experience, expertise and personalized service solutions can help maximize private wealth. We believe you should take every opportunity to fully understand the risks, benefits and tax consequences of strategies, products, services and solutions that are available to you.
EDUCATION
College André Grasset
DEC, DEC en Administration
UQAM | Université du Québec à Montréal
Bachelor of Commerce (B.Com.), Finance, General
Chartered Financial Analyst
CFA
SKILLS
ABOUT GUY COTE
Guy Côté CFA is a senior Wealth Advisor and portfolio manager at National Bank Financial with over 29 years of experience. He holds a bachelor\'s degree in finance, the title of Chartered Financial Analyst CFA. He also completed the course on derivatives (options) of the Canadian Securities Institute and classes on financial planning of the Canadian Association of Securities Dealers. Guy can count on the full range of products, services and professionals at National Bank Financial, in addition to its extensive network of experienced professionals to meet all the needs of its customers. Guy got involved as president of the Cercle finance et placement du Quebec for two consecutive years (2003/2004). He is a member of the board of directors of the Lise Watier Foundation.
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