Guy has nearly 24 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.
Julien holds a bachelor's degree in finance from the École Hôtelière de Lausanne. Since his arrival in Quebec, he has graduated from the course on Securities Trading, Standards of Conduct and Essential Concepts in Wealth Management. At National Bank Financial since 2016, Julien will help you create your personalized plan to reach your financial goals. His excellent customer service and his good communication skills will enhance your experience with our team. He is also in the process of obtaining his MBA from HEC Montréal and his Financial Planner designation from the Institut Québécois de Planification Financière.
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 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 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.
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 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.
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.
Hélène joined the Guy Côté team in December 2021 as a administrative associate after more than 20 years experimenting the financial sector. She holds a Bachelor degree in management from McGill University. She spent the major part of her career in sales development. Her natural enthusiasm and strong client service will be a welcomed asset to the administrative team.
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.
Joanna holds a bachelor’s degree coming from Concordia University. She has three years of experience at the National Bank and has worked closely with customer service and client interactions for several years. Moreover, she has gained administration experience during those years which will benefit our team. Joanna is passionate about completing her work in the most efficient way while giving exceptional service to our customers.
Karine is completing her Bachelor's degree in Business Administration at l'Université du Québec à Montréal. She has more than 8 years of experience in customer service, including 6 years on the banking side with the National Bank. She joined our team in 2019, where she assists with day-to-day operations and the administration of accounts. Her experience gives her a broad knowledge that is an added value for our team.
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.
Joanie has more than 10 years of experience in finance. Since the start of her career, she has held various roles in management and customer support. Over the years, she obtained several qualifications, including her Mutual Fund Representative license; she is currently completing the securities course. Passionate about finance, she has acquired in recent years a wide experience that enables her to provide you with unparalleled service.