Mount Murray Investment is an active investment management firm focusing on emerging markets and ethical strategies in global public equities.
Senior members of our team have decades of experience investing in global public markets through various economic cycles and remain committed to an integrated investment research approach with their younger colleagues. We work as a team in everything we do and we strongly believe in the participation of every individual to our firm’s project as well as to its rewards.
Our firm is independent and wholly-owned by its employees to ensure both commitment and objectivity when making investment decisions.
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.
Cooperative based financial planning to put the client first.
Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Brian brings over 25 years experience in wealth management and over 20 years focused in Socially Responsible Investing. Especially experienced in helping clients align their faith, values, and dreams with their investment objectives. His firm offers full wealth management expertise including risk reduction and tax planning strategies for both business owners and individuals. His services include full financial and estate planning.
Mutual funds provided by Sterling Mutuals Inc.