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François Guy, B.Com., CIM, Senior Wealth Advisor and Portfolio Manager

CIBC Wood Gundy

1 Place Ville Marie, Suite 4125, Montréal, Québec H3B 3P9

Team Assets (Custodied)

$560-million

Typical Size of Household Accounts

$600,000 -
$3-million

Minimum Account Size for New Business

$1-million

Typical Net-Worth of Relationships

$2.5-million -
$5-million

François Guy is a portfolio manager and senior wealth advisor with François Guy Financial Group at CIBC Wood Gundy. He defines himself as a financial quarterback. He and his team develop custom investment portfolios and wealth management strategies for a select group of families and business owners.

Following in his mentors’ footsteps, François is now a leader in his field and a mentor himself for the next generation. Over more than 25 years, he has refined a process that allows him to put together all the pieces of the financial puzzle. François supports his clients through the evolution of their families and/or their businesses.

He says integrity, transparency and professionalism are the cornerstones of everything he does. He puts clients at the centre, and they trust his team to preserve and build their assets. To do so, François works with a dedicated team of five assistants and associates. Together, they skillfully support and guide clients to meet their financial objectives, while minimizing risks and maximizing the growth of their family wealth. His team works with CIBC partners as well as with accountants, lawyers and tax specialists to implement an integrated financial plan.

François has a BA in Finance and Economics from McGill University.

François has always been very involved in his community and in youth development. He is vice-president of the board of Toujours Ensemble, and was previously involved with the Kiwanis Club Foundation and the Montreal Entrepreneurs’ Organization.

François has three young sons, and loves spending time with them in search of new adventures.

Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.