Simon-Pierre Côté
Wealth Advisor, iA Private Wealth, **Financial Security Advisor, Independent Representative
Sport and outdoor activities have always played an important role in my life. I have practiced various sports, including baseball, golf, hunting and figure skating. The latter allowed me to evolve at a high competitive level and to be part of the Canadian team. High-level sport taught me rigor, discipline, pressure management and the importance of preparation — qualities that I translate into my professional practice today.
Training and human approach My training in psychology allowed me to develop an in-depth understanding of human behavior and decision-making processes. This perspective guides me in my approach to clients. I favor listening, clarity of explanations and a structured approach to help each person better understand their financial situation and the options available to them. In particular, I support families, self-employed workers and entrepreneurs. Being self-employed myself, I am sensitive to the realities and challenges specific to this professional reality, particularly in terms of wealth planning, liquidity management and preparation for retirement.
Professional commitment In my practice, I am committed to offering personalized support, based on the analysis of needs, risk tolerance and the specific objectives of each client. My role is to propose strategies adapted to their situation and compliant with applicable regulatory frameworks. I believe that a relationship of trust is based on transparency, education and discipline. My goal is to help my clients make informed decisions and stay the course over the long term, taking into account market fluctuations and the evolution of their personal situation.
Team Major | iA Private Wealth 2828 Bd Laurier, Jules-Dallaire Building, Tower 1, suite 700. Quebec. QC T: (514) 467-3400 www.majorfamilyoffice.com | Simon.p.cote@iagestionprivee.ca
** Insurance products and services are offered through Simon-Pierre Côté, independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
