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Business Advisory  

Business Advisory Services & Strategic Consulting

Tailored Expertise for Legacy Driven Entrepreneurs and Businesses

Comprehensive Business Consulting Solutions in Montreal, Canada

Coigne Capital delivers tailored business advisory services designed specifically for entrepreneurs, and owner-managed businesses . Our integrated approach combines strategic consulting, financial expertise, and succession planning to drive sustainable growth and maximize enterprise value.

Why Choose Coigne Capital for Business Advisory Services?

With deep expertise in the business landscape, our advisors provides end-to-end solutions that address your most critical business challenges. From startup launch to succession planning, we partner with you at every stage of your business journey.

Strategic Planning & Business Consulting

Working hand-in-hand with seasoned management-consulting partners, our team designs custom growth roadmaps, market-intelligence dashboards, and process-improvement blueprints so your organisation can scale efficiently and make sharper, data-backed decisions.

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Financial Planning & Management

Under the guidance of duly licensed financial planners and corporate-finance specialists, we provide:

  • Financial Modelling & Forecasting: Sophisticated models and scenario analyses that inform capital allocation and long-range business planning.

  • Budgeting & Cash-Flow Control : Frameworks and KPIs that safeguard liquidity and keep day-to-day operations on solid footing.

  • Capital Raising & Deal Structuring : Access to our investment-banking and private-lender network for debt, equity, or hybrid financing, plus support with investor relations and term-sheet negotiations.

Risk Management & Regulatory Compliance

In collaboration with risk engineers, legal counsel, and governance experts, we help you:

  • Identify & Mitigate Operational Risks through enterprise-wide assessments and customised mitigation strategies.

  • Navigate Regulatory Obligations by aligning policies with tax, corporate-governance, privacy, and industry-specific rules—keeping audits and reputational exposure to a minimum.

Succession Planning & Family Governance

Drawing on estate attorneys, tax advisors, and family-governance consultants, we craft:

  • Leadership Succession Plans that guarantee a seamless transfer of ownership and management.

  • Governance Charters & Councils that balance family interests with professional oversight, preserving harmony and enterprise value across generations.

Investment Advisory

Through our affiliation with Global Maxfin Investments Inc., and in concert with leading fund companies, market analysts, and specialized due-diligence teams, Coigne Capital offers:

  • Discretionary Portfolio Management that combines traditional and alternative asset classes to target superior risk-adjusted returns.

  • Curated Private-Equity and Other Alternative Investment Opportunities vetted through a stringent screening process.

All securities transactions are executed by representatives duly licensed with Global Maxfin Investments Inc. and are conducted in full compliance with the applicable regulatory framework.

Philanthropic Advisory

Leveraging specialists in charitable planning and impact measurement, we help families and foundations articulate their values, design high-impact giving programmes, and establish structures—such as donor-advised funds or private foundations—that create lasting social value.

Connect with Us

Reach out to start your journey towards financial excellence and legacy building. Visit our website to schedule your initial consultation, subscribe to our newsletter for insights and updates, or follow us on social media for the latest news and tips on financial management and wealth building. Together, let’s unlock the potential of your wealth and secure a prosperous future.

Business-Advisory Disclaimer — Coigne Capital Inc.

Coigne Capital Inc. (“Coigne Capital”) is a duly registered financial-services firm regulated by the Autorité des marchés financiers (AMF) for the distribution of insurance products in Québec. In addition to its regulated insurance and mutual-fund activities, Coigne Capital offers a range of business-advisory and consulting services—including strategic planning, succession planning, corporate structuring, and financial-literacy education—delivered through its own professionals and a network of accountants, tax specialists, lawyers, and other stakeholders (collectively, the “Advisory Network”).

  • Outside the scope of Global Maxfin & QFS. These business-advisory services are entirely separate from (i) securities products distributed through Global Maxfin Investments Inc., Member of the Canadian Investment Regulatory Organization (CIRO), and (ii) insurance products placed through Qualified Financial Services Inc. (QFS). Accordingly, Global Maxfin Investments Inc. and QFS bear no responsibility or liability for any aspect of Coigne Capital’s business-advisory engagements.
  • Educational content only. All material in this section of the website is provided solely for informational purposes and does not constitute personalized financial, legal, accounting, or tax advice.
  • No guarantee of outcomes. Recommendations, case studies, or forecasts presented herein are illustrative and may not produce similar results in your circumstances. Past performance, market conditions, or operational successes do not guarantee future outcomes.
  • Consult qualified professionals. Before acting on any information or engaging Coigne Capital for consulting services, you should obtain advice from appropriately licensed or certified professionals who can evaluate your specific objectives, risk tolerance, regulatory obligations, and overall financial or corporate situation.

By accessing the Business-Advisory section, you acknowledge and agree that Coigne Capital Inc. and its Advisory Network are solely responsible for the delivery of these consulting services, and that neither Global Maxfin Investments Inc. nor Qualified Financial Services Inc. has any duty of care or liability arising from such engagements. For full details, please review the primary disclosure section and all other legal and compliance notices on this website.

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