Data, discipline, and underwriting that fits your situation.
Plan the upside. Cover the downside.
One coordinated plan beats scattered products every time.

About Coigne

About Coigne Capital

Architects of Multigenerational Wealth

Based in Montréal, Coigne Capital is an independent financial advisory firm helping Canadian families, entrepreneurs, and newcomers build lasting legacies. We provide comprehensive financial planning, strategic business advisory, and culturally attuned investment guidance tailored to Québec and Canada’s regulatory landscape.

Our independence lets us recommend the right solution for your goals—no product quotas, no hidden agendas. Compensation is transparent and aligned with you. Schedule a consult with a licensed advisor to protect and grow your wealth.

Culturally Attuned Service

Canada’s diversity deserves advice that respects values and realities. Our multilingual team understands the challenges facing newcomers, multicultural families, and international business owners.

Comprehensive Financial Management

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

  • Custom Portfolio Management: Globally diversified, risk-managed strategies across traditional and alternative assets
  • Tax-Smart Insurance Solutions: Life, disability, and critical illness coverage to protect your family and estate plans
  • Business Advisory Services: Owner-operator strategy, capitalization, succession, and operational optimization
  • Estate & Legacy Planning: Coordinated structures for efficient, tax-aware intergenerational transfers

With 15+ years navigating global market cycles, we help clients weather volatility and capture opportunity. Our disciplined, data-driven process blends time-tested investing with modern portfolio techniques.

Client-First Philosophy

Every decision starts with one question: “Is this in our client’s best interest?” That fiduciary mindset informs our fee transparency, plain-English reporting, and proactive portfolio reviews.

Who We Serve

Canadian Families: Multi-generation planning, education funding, retirement readiness, and legacy preservation.

Entrepreneurs & Business Owners: Startup to exit—optimize structure, reduce tax drag, and plan successful transitions.

Newcomers to Canada: Build credit, understand taxation, and establish investment and insurance frameworks with confidence.

Why Choose Coigne Capital?

  • Fiduciary Standard We act in your best interest—full stop.
  • Fee Transparency – No surprises; you’ll always know what you pay and why.
  • Personalized Service – A dedicated advisor who knows your goals, values, and risk tolerance.
  • Comprehensive Expertise – Investing, insurance, business advisory, and estate planning under one roof.
  • Cultural Competency – Advice delivered across languages and cultures for real-world relevance.

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 launching your plan or optimizing an existing portfolio, Coigne Capital is a long-term partner in building, protecting, and transferring wealth.

Book your complimentary consultation to see how independent, fiduciary-minded advice can move you forward.

Connect with Us

Start your journey to financial excellence. Visit our site to book a consultation, subscribe for market insights, and follow us for practical tips. Let’s unlock your wealth’s potential—confidently and compliantly.

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. 

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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