Build Your Legacy with Confidence

Fiduciary Financial Planning, Comprehensive Risk Protection & Results-Driven Business Advisory

Coigne Capital Inc. is an independent, Québec-registered financial advisory firm serving Canadian families, successful entrepreneurs, and newcomers to Canada. Based in Montréal, we specialize in solving complex financial planning challenges and capturing investment opportunities across market cycles. Our integrated wealth strategies help you build and preserve capital, protect key assets, and execute tax-smart intergenerational transfers through disciplined portfolio management and sophisticated, Canadian-focused planning.

Our Core Services

Financial Stewardship

Navigate Your Financial Future with Precision

Personalized portfolio management built for durable growth and downside protection. We optimize TFSA and RRSP contributions, then construct globally diversified, factor-aware portfolios that adapt as your goals evolve.

Business Advisory

Strategic Insights for Growth & Succession

From capitalization and operating efficiency to exit and succession, our multidisciplinary team aligns strategy, finance, and governance. Execute growth plans with our vetted network of accountants, tax specialists, and legal partners.

Insurance Solutions & Risk Management

Protect What Matters Most

Comprehensive risk frameworks combining life insurance, key-person coverage, disability and critical-illness solutions, and estate equalization. Our fiduciary approach prioritizes family security and business continuity, today and across generations.

New Canadian Services

Your Financial Foundation in Canada

Culturally aware, regulation-compliant guidance for immigrant families and entrepreneurs. We provide step-by-step onboarding, financial literacy resources, and tax-efficient strategies tailored to Canadian banking, credit, and investment systems.

Why Choose Coigne Capital?

Uncompromising integrity. Unbiased guidance. Unwavering focus.

We operate with true independence—no product quotas, no hidden incentives, no corporate agendas. Every recommendation is rooted in evidence, risk discipline, and your written objectives, with one mission: accelerate your path to financial prosperity.

Our Core Philosophy

Integrity, Stability, and Independence

These principles shape every decision and every client interaction—delivering advice you can trust through changing markets.

Integrity First

Transparent fees, clear methodology, and plain-English reporting. No conflicted recommendations—just honest guidance that protects your financial future.

Fiduciary Commitment

Your interests come first, period. Our advice is aligned with your goals—not commissions, sales targets, or dealer incentives.

True Independence

As an independent firm, we are free from product pressures. You receive objective, customized strategies designed exclusively for your situation.

Transforming Family Aspirations Aspirations Into Lasting Legacies

Next-Generation Technology

Agora Wealth Platform

In partnership with Global Maxfin Investments Inc., the secure Agora platform provides:

  • Real-time portfolio performance and holdings
  • Encrypted document vault and e-sign workflows
  • Unified account management and household views
  • 24/7 client portal with mobile access

We integrate your wealth, business, and family aspirations to create an enduring legacy.

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Years of financial experience
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Years of international Market Experience
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Ready to Start Building Your Legacy?

Your financial journey begins with a conversation.

Get Started Today

Book Your Complimentary Consultation

  • No obligation, no pressure
  • Personalized strategy recommendations
  • Available in-person or virtually
Dive into a range of tailored insurance solutions that ensure your protection is as unique as your circumstances.
Coigne Capital: Where your financial goals are realized with integrity, innovation, and a commitment to excellence.

Connect with Us

Welcome to Coigne Capital Inc., a trusted financial service firm dedicated to helping clients achieve their financial goals. We provide tailored solutions, spanning diversified asset strategies, personalized portfolio management, and expert advisory services.

 

INDUSTRY INSIGHTS & FINANCIAL NEWS

Stay Informed with Coigne Capital

Our insights cuts through market noise to bring you what actually moves Global markets. From emerging trends to economic shifts that impact your portfolio, our insights distill market data into clear, actionable intelligence.

Insurance & Financial Partners

Coigne Capital Inc. is a duly registered financial-services firm regulated by the Autorité des marchés financiers (AMF). All material on this site—including references to mutual funds, insurance contracts, and other investment vehicles—is furnished solely for educational purposes and does not constitute personalized financial, tax, or legal advice. Securities products are distributed through Global Maxfin Investments Inc., a dealer overseen by the Canadian Investment Regulatory Organization (CIRO), and may be discussed only by representatives licensed to offer mutual funds and other securities within Québec. Before acting on any information, investors should consult an appropriately qualified professional to confirm its relevance and suitability to their objectives, risk tolerance, and overall financial circumstances. Past performance is not a guarantee of future results. For full details, please review the primary disclosure section and all other legal and compliance notices on this website.

Coigne Capital Inc. is a financial-services firm registered with the Autorité des marchés financiers (AMF). Mutual-fund products are distributed through Global Maxfin Investments Inc., Member CIRO; insurance solutions are offered via Qualified Financial Services Inc. All content is for information only and does not constitute personalized advice. Past performance is not indicative of future results. Please review our Primary Disclosure and related compliance notices for full details.

Life Insurance​

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Health Insurance​

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Disability Insurance​

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Long-Term Care Insurance​

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SPEAK TO AN ADVISOR

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