Building Legacies Through Independence & Integrity
cross-border expertise serving Canadian families, entrepreneurs, and newcomers with transparent, fiduciary-focused financial guidance
Values That Build Trust, Legacies That Endure
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About Coigne

About Coigne Capital

Architects of Multigenerational Wealth

Based in Montréal, Coigne Capital is an independent financial advisory firm dedicated to helping Canadian families, entrepreneurs, and newcomers to Canada build lasting financial legacies. We serve as the trusted cornerstone for clients seeking comprehensive financial planning, strategic business advisory services, and culturally attuned investment guidance tailored to Quebec and Canada’s unique financial landscape.

Independent & Unbiased Advice

Unlike bank-owned advisory firms, our independence means we’re free to recommend the best solutions for your unique situation. Our compensation comes from you, not product manufacturers, ensuring our advice is always in your best interest.chedule a consult with our licensed advisors to protect and grow your wealth.

Culturally Attuned Service

Canada’s diverse communities deserve financial advice that respects their cultural values and unique circumstances. Our multilingual team understands the specific challenges facing newcomers, multicultural families, and international business owners.

Comprehensive Financial Management Solutions

We go beyond simple investment management. Our comprehensive approach integrates:

  • Custom Portfolio Management: Globally diversified, risk-managed investment strategies across traditional and alternative assets
  • Tax-Smart Insurance Solutions: Life, disability, and critical illness coverage designed to protect your family’s financial future
  • Business Advisory Services: Strategic guidance for owner-managed businesses, including succession planning and operational optimization
  • Estate & Legacy Planning: Comprehensive strategies to ensure your wealth transfers efficiently across generations

With over 15 years of navigating global market cycles, we’ve helped our clients weather economic storms and capitalize on growth opportunities. Our disciplined, data-driven approach combines time-tested investment principles with cutting-edge portfolio management techniques.

Our Client-First Philosophy

Every decision we make is guided by one simple question: “Is this in our client’s best interest?” This fiduciary commitment shapes everything we do, from our fee-transparent structure to our comprehensive reporting and regular portfolio reviews.

Who We Serve

Canadian Families: Multi-generational wealth planning, education funding, retirement preparation, and legacy preservation strategies tailored to your family’s unique goals and values.

Entrepreneurs & Business Owners: From startup guidance to exit strategies, we help owner-managed businesses optimize their financial structure, minimize tax burdens, and plan for successful transitions.

Newcomers to Canada: Specialized expertise in helping new Canadians navigate the financial landscape, from understanding tax implications to building credit and establishing investment portfolios.

Why Choose Coigne Capital?

Fiduciary Standard

We’re legally and ethically bound to act in your best interest—a higher standard than most advisory firms.

Fee Transparency

No hidden costs or surprise fees. You’ll always know exactly what you’re paying and why.

Personalized Service

Your dedicated advisor knows your goals, values, and concerns, providing consistent, personalized guidance throughout your financial journey.

Comprehensive Expertise

From investment management to insurance planning, business advisory to estate planning—we’re your single source for all wealth management needs.

Cultural Competency

Our diverse team serves clients in multiple languages and understands the unique financial needs of Canada’s multicultural communities.

Our Regulatory Credentials

Coigne Capital Inc. is a registered financial services firm regulated by the Autorité des marchés financiers (AMF). Securities products are distributed through Global Maxfin Investments Inc., overseen by the Canadian Investment Regulatory Organization (CIRO).

Ready to Build Your Legacy?

Whether you’re starting your wealth-building journey or looking to optimize an existing portfolio, Coigne Capital is here to guide you every step of the way. Our commitment to your success doesn’t end with a single transaction, we’re your lifelong partners in building, protecting, and transferring multigenerational wealth.

Book your complimentary consultation today and discover how our independent, fiduciary approach can help you achieve your financial goals with confidence.

Connect with Us

Start your journey towards financial excellence and legacy building with Coigne Capital. Visit our website to schedule your consultation, subscribe to our newsletter for insights and updates, and follow us on social media for financial tips. Let’s unlock your wealth’s potential and secure a prosperous future together.

Disclaimer: This content is for educational purposes only and does not constitute personalized financial, tax, or legal advice. Securities products are distributed through Global Maxfin Investments Inc., regulated by CIRO. Before making any investment decisions, consult with a qualified professional to ensure strategies align with your specific circumstances and risk tolerance. Insurance solutions are delivered through Qualified Financial Services. 

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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