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 & Portfolio Manager
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 & Portfolio Manager
Charles-Étienne holds a Certified Investment Manager (CIM) designation, a Financial Planner (Pl. Fin.) designation as well as that of a chartered financial analyst (CFA).
Charles-Étienne's role is to accompany you in a holistic manner with respect to the management of your wealth and your investment portfolio.
Wealth Advisor
English, French
Wealth Advisor & Portfolio Manager
Our Investment Analysts
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.
Adrien Khendek, B.Com
Investment Analyst
English, French
Adrien holds a Bachelor's degree in Finance from Concordia University - John Molson School of Business.
Before joining our team, Adrien built his experience at an investor relations firm and spent several years with wealth management teams. During this time, he gained a strong understanding of the investment world, and his strong analytical skills and rigorous methodology will greatly contribute to our team.
He plans to further deepen his knowledge of investments and asset management.
Philippe Raymond
Wealth Associate
Our Financial Planners
Julianne Couture-Choquette, F. Pl., TEP
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.
Philippe Laforest-de Feydeau
Wealth Associate
Philippe holds a master’s degree in corporate finance and investment banking, as well as a bachelor’s degree in finance from HEC Montréal. His academic background and professional experience have helped him develop his skills in business valuation and financial market analysis, which he now leverages within our team
His strong understanding of economic dynamics and his interest in financial innovation are valuable assets to our organization.
Andrew Kang, B.Admin
Senior Analyst in family wealth management
Holding a Bachelor’s in Business Administration at John Molson School of Business (Concordia University), Andrew has over 15 years of experience in the banking industry. Before joining the team in August 2024, Andrew was a Private Banker at Private Banking 1859. He was working exclusively with National Bank Financial for over 8 years, offering personalized banking and financing services.
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 since October 2007. 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.
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.
Maxime Lauzon
Associate
Maxime Lauzon is the most recent addition to our team, having commenced in April 2024. He boasts over seven years of comprehensive experience within the banking sector, particularly in providing support to retail and private banking divisions. Holding a bachelor's degree in business administration with a concentration in Finance, Maxime enriches our team not only with his expertise in credit and investment but also with his steadfast commitment to enhancing internal and external client experiences. Presently, Maxime adeptly attends to the daily requirements of the team and collaborates closely with both clients and colleagues to guarantee the utmost satisfaction.
Lyne Lachapelle
Associate
With several years of experience in administration, finance, and human resource management, Lyne has distinguished herself in both the public and private sectors. Lyne offers a range of services particularly in family office management and administrative coordination.
Previously, she held key positions where she optimized administrative processes, managed complex projects, and strengthened interpersonal relationships. Known for her organizational skills, autonomy, and dynamism, Lyne is recognized for her ability to quickly adapt to the needs of businesses and work effectively in teams.
