Griffin Cote

 

As an Associate Advisor at Ascendant Wealth Partners, Griffin supports the partners with portfolio management, research, asset-mix rebalancing, and financial planning. Griffin also assists Ascendant Wealth Partners’ Wealth Management and Family Office Services Committee, contributing to the growth and expansion of the firm’s in-house service offering, and supports the Risk Management Committee performing investment manager and selection attribution analysis.

Previously, Griffin spent a number of years working with private boutiques specializing in providing financial planning services to high-net-worth individuals and business owners. Griffin earned a Bachelor of Business Administration (BBA) degree with a minor in Economics from Wilfrid Laurier University. While at Laurier, Griffin served as a mentor in the business faculty as well as a public speaking coach. Griffin is a Registered Representative with Canadian Investment Regulatory Organization (CIRO), and is licensed by The Financial Services Regulatory Authority of Ontario (FSRA) as a life, accident and sickness insurance agent.

A lifelong resident of Oakville, Ontario, Griffin enjoys playing golf and tennis, as well as trying new restaurants in the city.