Étienne Dagenais

Wealth Advisor
National Bank Financial - Guy Côté Team

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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
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size

$250,000+

$1,000,000+

Investor Type Dealt With

Individual

Institutional

Individual

Institutional

Type of License

IIROC

IIROC

Provinces Licensed In
  • Quebec
  • Quebec