
Patrick Cote
Founding Partner Consulate General of Canada (CTA Boston)
- Boston MA
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Consulate General of Canada (CTA Boston)
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Biography
Prior to launching AssetGrade in 2013, Pat held a number of executive roles at Fidelity Investments, including running operations for communications and investment reviews for more than 13,000 clients with retirement plan assets totalling more than $600 billion. Pat also ran strategy and acquisitions for OneShield, a KKR-backed insurance software and services provider. He is a former strategy consultant from Bain & Company in London and Boston. Pat is a Chartered Financial Analyst® and earned his MBA from the Wharton School of the University of Pennsylvania and his undergraduate degree from McGill University.
Industry Expertise
Investment Management
Areas of Expertise
Small Businesses
Tax-efficient Investing
Investments
Acquisitions
Corporate Strategy
Wealth Management
Financial Planning
Corporate Executives
Education
Wharton School - University of Pennsylvania
M.B.A.
Finance
1997
McGill University
B. Comm
Economics & Finance
1992