supplied
Philippe McGale, CPA, CA, FCSI, Portfolio Manager and Wealth Management Advisor, First Vice-President
National Bank Financial
150 St-Jacques Street, Office 202, Granby, Quebec, J2G 8V6
Team Assets (Custodied)
$967-million
Typical Size of Household Accounts
$500,000 -
$3-million
Minimum Account Size for New Business
$500,000
Typical Net-Worth of Relationships
$1-million -
$2-million
Philippe McGale, CPA, CA, FCSI, has been a wealth advisor and a portfolio manager for National Bank Financial since 1998. The McGale-Charpentier-Côté Team offers a service that is specific to each client, considering each one’s unique needs and objectives. They understand that the human being is the most important factor in the equation. This is why Philippe’s team is committed to taking care of its clients and their assets in an exceptional manner.
After graduating from Université du Québec à Montréal with a degree in Business Administration, Philippe began his career as a chartered accountant. With a passion for finance, and a desire to help others plan their future, he decided to enter the field of wealth management. Twenty-three years later, he and his team manage over $1 billion dollars in assets for their clients, with an expertise that’s second to none.
Professionalism, respect, authenticity and trust are what guide his relationships with both his team and his clients. These core values, beyond his many certifications, have always been at the heart of Philippe’s professional and personal development.
Over the years, Philippe has built a competent team through his leadership and emotional intelligence. With an employee and associate retention rate of over 95%, Philippe has been able to take care of the human capital of his team with flying colours.
Philippe has inspired many people around him to achieve professional success, including his two sons, William and Jonathan, who have joined his team in the past five years.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.