Guy Côté integrated Wealth Management

A partner you can rely on for all your financial needs.

Guy Côté honoured as one of Canada's Best!

The Team Côté is proud to highlight this achievement, Guy ranks 7th in the ranking of the 150 Best Wealth Management Advisors in Canada and 1st in Quebec.

Welcome to Team Côté!

The Guy Côté Integrated Wealth Management team combines wealth management expertise, experience and insight with a commitment to taking your overall financial situation into account and putting your needs first. We offer you personalized service and a structured, disciplined management approach that reflects your risk tolerance at all times.

Our team is set up to operate like a family office, with the goal of protecting and growing your family’s wealth today, tomorrow and across generations.

We pride ourselves on our turnkey service designed specifically to suit your individual requirements — letting you focus on what’s important in your life, knowing that your money is in good hands.

Building a relationship with you

- We take the time to get to know you.

- We conduct a comprehensive analysis of your current situation.

- We identify your specific needs and concerns.

- We put forward a plan to address each of these aspects.

- We build a customized retirement plan around your goals for the future.

- We advise you on estate planning and settlement matters.

- We check in regularly to make sure the strategies being used continue to be aligned with your needs and expectations. 

A rigorous and highly selective investment approach

We have been managing our own portfolios and getting impressive results for our clients for more than 20 years — and all with a highly competitive cost structure.

Our strategic and tactical management aims to optimize risk/return ratios and respond nimbly and effectively to market developments as they arise. 

We offer transparent, family-based pricing on a sliding scale, which means we roll back our rates whenever the value of your assets reaches certain thresholds.  

We take great care in building our portfolios to achieve a “just right” mix of asset classes, sectors, geographies and management styles.

Awards and distinctions

  • Guy Côté ranks nationally 7th and 1st in Qubec in the Report On Business 2021 Shook Canada's Top Wealth Advisors
  • Best Asset Growth award in 2019 regional
  • Best Asset Growth award in 2015, 2016, 2017, 2018 at the national level
  • Wealth Management Excellence award in 2015, 2016, 2017 and 2018 at the regional level
  • Wealth Advisor of the Year in 2015 and 2016 at the national level
  • Wealth Advisor of the Year in 2014 at the regional level

  • Best Asset Growth award in 2014 at the regional level
  • Portfolio Management Excellence award in 2014 at the regional level
  • Social Responsibility award in 2014 at the regional level
  • Wealth Advisor of the Year in 2013 at the national level
  • Best Asset Growth award in 2013 at the regional level
  • Wealth Advisor of the Year in 2012 at the regional level
  • Best Asset Growth award 2011 at the regional level
  • Wealth Advisor of the Year in 2011 at the regional level
  • Wealth Advisor of the Year in 2010 at the regional level
  • Finalist Best Asset Growth award 2008 at the national level
  • Best Asset Growth award in 2007 at the regional level

 

Contact us

Get contact information for our team members and find out where our offices are.