Joel Côté
***Titles :
- Associate Consultant – Alpha Distinction
- Investment Advisor: Worldsource Securities*
- Financial security advisor
Diploma :
- Building engineering technology
Successful industry course accreditations:
- Canadian Securities Course (CSC®)*
- Conduct and Practice Handbook Course (CPH®)*
- Life License Qualification Program (LLQP – Civil Code)
- Professional ethics and practice (Common Law)
Titles/accreditations in process :
- Wealth Management Essentiels (WME®)*
- B.A.A. finance
Disclosure notice :
*Joel Côté also offers investments through Worldsource Securities Inc., his sponsoring investment dealer and Member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO). Worldsource Securities Inc. Is a separate entity not related to Alpha Distinction Inc.
“Joel also nurtures a passion for reading, politics and current affairs. His interest in these fields keeps him abreast of the social, economic and political issues that shape our society.
About me
Joel is a passionate professional who has followed a unique path, moving from the field of Building Engineering to Finance. His constant desire to excel led him to embrace the challenges of finance. Working closely with the Senior Advisor for several years, he has developed sharp analytical skills and an ability to devise customized strategies to meet clients’ complex financial needs. This experience as assistant to the senior advisor played a crucial role in shaping Joël’s overall approach to financial advice and investments. Joël is renowned for his commitment to helping his customers achieve their financial goals, providing them with solutions tailored to their unique needs.
Joël attaches great importance to ongoing training, constantly seeking to acquire new professional qualifications and in-depth knowledge to better serve his customers. This approach enables us to remain at the cutting edge of trends and best practices in the financial sector, offering our customers informed and relevant advice.
Outside of work, Joël never shies away from a challenge. Passionate about surpassing himself, he is actively involved in sporting and personal challenges. Whether on the sports field or in his daily life, Joël is always striving to reach new heights, and inspiring those around him to do the same. Her commitment to a healthy lifestyle is also reflected in her regular physical training program, which keeps her fit and energized to meet any challenge. Joël is passionate about a wide range of activities. He regularly plays tennis, mountain biking and golf, finding in these activities the perfect balance between physical challenge, adrenalin and mental relaxation.
Joël also has a passion for reading, politics and current affairs. His interest in these fields keeps him abreast of the social, economic and political issues that shape our society.
He embodies the philosophy that success comes from discipline, perseverance and a constant desire to excel, both professionally and personally.
Experience & career
Joël worked for the federal government as a project manager in technical services. In this role, he strengthened his mathematical and budgetary expertise while developing a keen attention to compliance details. He managed construction sites, led multidisciplinary work teams, established the asset and building management system for historic sites, and ensured building compliance with the National Building Code.
For several years, Joël also served as assistant to the senior advisor, giving him a solid understanding and in-depth experience of financial markets and wealth management. This experience was crucial to his professional development in the financial field.
Today, as a financial advisor, Joël uses his experience in financial management and his attention to detail to offer accurate and reliable financial advice, ensuring the protection of his clients’ wealth while respecting their unique objectives and priorities.