Canada’s Top Wealth Advisors: Guy Côté

Guy Côté CFA, Senior Wealth Advisor & Portfolio Manager

National Bank Financial

1 Place Ville-Marie, Suite 1700, Montréal, Québec h3b 2c1

Team Assets (Custodied)

$1.7-billion

Typical Size of Household Accounts

$1-million -
$2-million

Minimum Account Size for New Business

Typical Net-Worth of Relationships

$2-million -
$4.5-million

Guy Côté is a senior vice-president at National Bank Financial and head of the Guy Côté Integrated Wealth Management team. He has over a quarter of a century of experience in finance and asset management. Guy’s elite group consists of 12 finance, portfolio management and customer service professionals. They offer personalized service and a structured, disciplined management approach that reflects clients’ risk tolerance at all times.

His team’s wealth management expertise, experience and insight are matched by their commitment to consider their clients’ overall financial situation. Guy and his colleagues put their needs first. The team’s foundation is based on the concept of the family office. The aim is to protect and increase family wealth, and ensure an intergenerational wealth transfer.

Under Guy’s leadership, the team has grown over the past 26 years to manage more than $2.2 billion in assets. They have earned multiple awards for investment advisory excellence and asset growth. The team offers a full array of personalized services designed to maximize clients’ financial security. That includes portfolio management, financial and tax planning, estate planning and more, all with the goal of growing and protecting clients’ assets – now and for future generations.

Guy is a chartered financial analyst (CFA) and has been with National Bank Financial since 1995, when he joined the firm as an investment advisor.

He is a strong believer in giving back to the community, and has been involved in a variety of philanthropic endeavours. For nearly a decade, Guy has served on the board of the Lise Watier Foundation, dedicated to helping women living in a situation of economic or social vulnerability. He is currently chair of the Foundation, and with his team is actively involved in organizing the annual “For a Better Future” benefit event in support of their education fund.

Guy has been married for 23 years, and is the proud father of three children. In his spare time, he enjoys skiing, golfing, and playing tennis with family and friends.

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