RIA: Certified My role is to support you holistically in the management of your wealth and your investment portfolio. Whether it concerns strategies regarding the management of your investments, the planning of your life objectives or the management of the risks embedded in your situation, I am present on a daily basis and at each stage of your life to support you and your family. The Guy Côté team was recently recognized as one of the best wealth management teams in the country in the Globe and Mail Shook Research Report on Canada’s Top Wealth Advisors.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Financial planning
- Will & Estate planning
Minimum Account Size
$1,000,000+
$250,000+
$250,000+
Investor Type Dealt With
Individual
Institutional
Individual
Institutional
Type of License
IIROC
IIROC
Provinces Licensed In
- Ontario
- Quebec
- British Columbia
- New Brunswick
- Ontario
- Quebec
- British Columbia
- New Brunswick