We work together to achieve your goals
Our Wealth Advisors
Senior Wealth Advisor & Portfolio Manager
Guy has nearly 30 years of experience in finance and in asset management. He holds a bachelor's degree in finance from l'Université du Québec à Montréal and the Chartered Financial Analyst (CFA) designation. He has also successfully completed the derivatives and financial planning courses offered by the Investment Dealers Association of Canada. As a member of the Cercle finance et placement du Québec, he sits as Chairman of the Board of Directors of the Lise Watier Foundation, in addition to being actively involved in other foundations.
Wealth Advisor
Julien earned his MBA at HEC Montréal. Since moving to Canada from
his native France, he has passed his Canadian Securities Course, the
Conduct and Practices Handbook Course and the Wealth Management
Essentials course through the Canadian Securities Institute. He is
also a Chartered Investment Manager. Julien joined National Bank
Financial in 2016. He would be happy to work with you to develop a
plan to achieve your financial goals. He prides himself on being
attuned to his clients’ needs and on efficiently presenting financial
information in relatable terms.
Wealth Advisor
Charles-Étienne holds a Certified Investment Manager (CIM) designation and a Financial Planner (Pl. Fin.) designation.
Étienne's role is to accompany you in a holistic manner with respect to the management of your wealth and your investment portfolio.
Our Investment Analysts
Marc-André Chartier, MSc, CIM®
Investment Analyst
Marc-André holds a bachelor's degree in economics, with a specialization in finance, from the École des Sciences de la Gestion de l'Université du Québec à Montréal. He has also completed a master's degree in applied finance, with specialization in portfolio management. He has been a Certified Canadian Investment Manager (CIM) since 2011. He also boasts more than a dozen years of experience in finance. He has held various positions as an analyst, trader, assistant manager and portfolio manager. His expertise in portfolio management as well as his analytical sense allow us to establish the best investment solutions for our team.
Tristan Rocheleau, CFA
Investment Analyst
Tristan holds a Bachelor of Finance degree from McGill University. He is currently entering the third stage of his program to obtain the Chartered Financial Analyst (CFA) designation. His experience as an intern with our team for the past two years provides him with a comprehensive view of our service offering, as well as practical know-how in all aspects of financial securities research and analysis. His skills will enable him to support our team through the process of financial product selection and portfolio management.
Hugues Gaudette, BBA
Investment Analyst
Hugues holds a Bachelor’s degree in finance from l’École des Sciences de la Gestion de l’Université du Québec à Montréal. He is currently completing a master’s in data analysis. For the last 6 years, he acquired experience in securities and portfolio investments that will help the team in the daily investments and the analysis of the securities. His knowledge in computer science will allow deepening the analysis and surely be a complement for the team.
Our Financial Planners
Thomas Wujtow, BComm, F. Pl., CRCP (U.S.), TEP
Senior Advisor, Financial Planning & Business Development
Thomas holds a B.Comm. degree from John Molson School of Business at Concordia University and a Financial Planner designation from the Quebec Institute of Financial Planning. He has held a life and health insurance licence for several years and completed the CRPC certification issued by the College for Financial Planning in 2019. Thomas’s primary responsibilities within the Guy Côté team are to develop comprehensive financial plans and assist our clients with financial planning issues.
Julianne Couture-Choquette, F. Pl.
Senior Advisor, Financial Planning & Business Development
Julianne studied in financial planning at the Université du Québec à Montréal and has been actively working in advisor services and management positions since 2015. Her engineering background at the Université de Sherbrooke helped her shape a strong analytical thinking skills that have been instrumental in achieving her clients’ goals. She is a certified mutual fund dealer representative, financial security advisor and financial planner from the Institut québécois de planification financière (IQPF). Described as a mindful listener, her main motivation is to understand her clients’ objectives, and to translate those needs into a clear and transparent personalized approach.
Our Wealth Associates
Jennifer Sicard-Payant, BBA
Senior Wealth Associate
Jennifer joined our team as an administrative assistant in 2016. She holds a Bachelor of Business Administration from HEC Montréal and excels in client interactions. Jennifer is passionate about quality and efficiency and has excellent management skills. She assists the team with day-to-day operations and account administrations.
Victor Bouthillier, BComm
Wealth Associate
Victor graduated with a Bachelor of Commerce, major in finance, from the John Molson School of Business at Concordia University. He joined the team as an assistant in January 2022. His studies and professional experiences have allowed him to acquire an international experience, which he will put to the benefit of the team through his critical thinking.
Our Development and Communication Associates
Katerine Rocheleau, BBA
Development & Communication Associate
Katerine holds a Bachelor of Business Administration from HEC Montréal. She has worked as an administrative assistant for the Guy Côté team for 10 years. Before joining the team, she worked for several years in the sales field as a major account manager. Katerine works closely with the team to coordinate communications, philanthropic activities and special events.
Our Associates
Alexandra Karine Jauffret
Associate
With nearly 15 years of customer service experience in various
industries, including wealth management, Alexandra has joined the Team
Guy Côté as an associate in May 2023. As an attentive listener, she
will remain available to meet your needs.
With a certificate in
Business & Management, a diploma in administrative and secretarial
management and international work experience, Alexandra brings her
dynamism and attention to detail to the team, and always provides an
impeccable service.
Charles Donohue
Associate
Charles joigned the team as an associate. He will use his dynamism and listening skills to offer you excellent service.
Louise Bilodeau
Associate
With over 25 years of experience as an executive assistant, Louise recently joined Guy Côté's team in February 2024. With a well-established reputation for her commitment and dedication, she is an exceptional collaborator who will support you proactively.
Her professional journey with major management teams has allowed her to cultivate a keen sense of organization, and demonstrate initiative, autonomy and discernment. She is fully committed to assisting you in your customer experience journey.
