Sergio A. Paier | sergio.paier@gmii.ca
Protecting your family’s financial future requires more than just having a will—it demands comprehensive estate planning that preserves wealth, minimizes taxes, and ensures your wishes are honored. At Coigne Capital, we provide complete estate planning services that safeguard your assets and create a lasting legacy for future generations.Working alongside leading legal and tax professionals, we develop personalized estate strategies that address your unique family situation, business interests, and philanthropic goals. Our holistic approach ensures every aspect of your estate is properly structured for efficient wealth transfer while minimizing tax burdens and legal complications.
We begin with a thorough evaluation of your entire estate to develop the most effective planning strategy:
Based on our comprehensive assessment, we create a customized estate planning strategy:
Our legal partners prepare all necessary estate planning documents with meticulous attention to detail:
We ensure your estate plan remains current and effective:
We organize and structure your assets for efficient management and distribution, covering all aspects from identification and valuation to optimal distribution methods. Our systematic approach ensures no assets are overlooked and all elements work together cohesively.
Our strategic tax planning minimizes the burden on your estate and heirs through sophisticated techniques including trusts, gifting strategies, and charitable contributions. We maximize your estate's value while ensuring tax-efficient wealth transfer to future generations.
We meticulously prepare and review all legal documents to ensure your wishes are honored and your estate is protected from potential disputes. Our comprehensive documentation provides peace of mind and legal certainty for you and your loved ones.
We help create estate plans that reflect your values and provide for future generations according to your vision. Our services ensure your wealth supports your family's long-term prosperity while honoring your life's work and achievements.
Start Protecting Your Legacy Today
Don’t leave your family’s financial security to chance. Comprehensive estate planning provides protection, tax efficiency, and peace of mind knowing your wishes will be honored.
Ready to secure your family’s future? Contact our estate planning specialists to schedule your complimentary consultation and discover how strategic estate planning can protect and preserve your wealth for generations to come.
At Coigne Capital, our estate planning services help you confidently navigate estate management complexities. We provide personalized service and expert advice, ensuring your plan is robust, compliant, and aligned with your financial goals. Partner with us to secure your legacy and provide for your loved ones, free from legal complications and financial burdens.
Coigne Capital Inc. is a financial‐services firm duly registered with the Autorité des marchés financiers (AMF Firm No. 608528). All content on this website—including references to mutual funds, insurance contracts, segregated funds, GICs, and other investment vehicles—is provided solely for educational purposes and does not constitute personalized financial, tax, or legal advice. Securities products are offered through Global Maxfin Investments Inc. (CIRO) and may only be discussed by representatives duly licensed to distribute mutual funds and other securities in Québec. Insurance products are offered through Qualified Financial Services Inc. and may only be discussed by representatives licensed as insurance brokers. Before acting on any information, you should consult a qualified professional to assess its relevance and suitability considering your objectives, risk tolerance, and overall financial circumstances. Past performance is not indicative of future results. For complete disclosures, please refer to the Primary Disclosure section and all other legal and compliance notices on this website. Advisors at Coigne Capital Inc. are not financial planners unless they hold a recognized financial-planning designation. Financial-planning and estate-planning services are provided only by professionals who hold an approved financial-planning designation, in conjunction with your servicing financial advisor.
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