Sergio A. Paier | sergio.paier@gmii.ca
Delivered through Global Maxfin Investments Inc. — CIRO-regulated excellence for your peace of mind.
✅ Expert Oversight – CIRO-regulated advisors + institutional asset managers
✅ Time Freedom – No day-to-day decisions; we handle the work
✅ Exclusive Access – Strategies typically reserved for high-net-worth investors
✅ Customization – Portfolios built around your written Investment Policy Statement
Coigne Capital provides these services through our partnership with Global Maxfin Investments Inc. and its curated network of institutional asset managers.
Portfolio Managers analyze your: Risk tolerance Financial goals Tax considerations ...to design a diversified mix of equities, fixed income, and alternatives.
The portfolio management team proactively: Tracks market opportunities Rebalances allocations Implements risk-mitigation strategies
Regular performance reports, Quarterly strategy reviews and On-demand advisor access
Our discretionary management fees reflect the expertise and active oversight required to optimize your portfolio. We prioritize: Clear Cost Breakdowns – Know exactly what you're paying Competitive Pricing – Aligned with institutional standards Value-Focused – Fees correlate with portfolio performance monitoring and adjustments
The decisions made by our advisory team align with your financial objectives, even though they may occasionally deviate from your personal preferences. Trusting our expertise is crucial, as we are committed to acting in your best interest to fulfill long-term goals.
Investments are subject to market fluctuations, impacting portfolio performance based on economic conditions. Our approach includes risk management strategies to protect your investments and capitalize on favorable markets.
Our advisors understand your financial situation, goals, and risk tolerance. We create customized, flexible investment strategies that adapt to changing market conditions and your evolving needs.
We maintain open communication with our clients, providing regular portfolio updates and opportunities to review your investment strategy with your advisor. This ensures your investments stay aligned with your goals.
We maintain open communication with our clients, providing regular portfolio updates and opportunities to review your investment strategy with your advisor. This ensures your investments stay aligned with your goals.
Contact Coigne Capital today to learn how our Discretionary Portfolio Management can enhance your portfolio’s performance and help you achieve your financial goals. In the dynamic investing world, let us guide you with expertise, care, and strategic foresight.
Embark on a smarter path to optimized investment management with Coigne Capital and Global Maxfin Investments Inc.—supported by a trusted network of registered portfolio managers and institutional asset-management partners. Book a no-obligation consultation to learn how our customized, risk-aware strategies and dedicated advisory team can help grow and preserve your wealth.
By combining Coigne Capital’s holistic planning expertise with Global Maxfin’s CIRO-regulated platform and extensive fund shelf, we deliver the resources, market insight, and personalized attention you need to navigate the complexities of Discretionary Portfolio Management. Partner with us as your long-term ally in pursuing superior, risk-adjusted results and building lasting financial prosperity.
Start your journey towards financial excellence and legacy building with Coigne Capital. Visit our website to schedule a consultation, subscribe to our newsletter for insights, or follow us on social media for financial management tips. Together, let’s unlock your wealth’s potential and secure a prosperous future.
Discretionary Portfolio Management — Regulatory Disclaimer
Discretionary Portfolio Management (“DPM”) solutions described on this site are offered exclusively through Global Maxfin Investments Inc. (“Global Maxfin”)—a dealer registered across Canada and a Member of the Canadian Investment Regulatory Organization (CIRO)—and are executed by Portfolio Managers and Dealing Representatives who are duly licensed with Global Maxfin and registered with the Autorité des marchés financiers (AMF) in Québec (and with the appropriate securities regulators in any other applicable jurisdiction). Certain mandates may also engage third-party asset-management firms that have been vetted and approved by Global Maxfin’s due-diligence team; all such partners operate under Canadian securities law and maintain the requisite registrations or exemptions.
The DPM information provided here is intended solely for residents of jurisdictions where Global Maxfin is registered or where an exemption from registration is available. Nothing on this website constitutes a solicitation to transact in any jurisdiction in which such solicitation would be unlawful. All investments—including discretionary accounts—involve risk, may fluctuate in value, and can result in the loss of principal. Past performance is not indicative of future results. Management fees, performance fees, custodial charges, and other operating expenses will apply and are fully detailed in the discretionary-account agreement and Investment Policy Statement (IPS). Investors should review these documents carefully and consult a qualified, licensed advisor to determine whether DPM is suitable for their objectives, risk tolerance, financial circumstances, and investment horizon.
Global Maxfin is subject to ongoing oversight by CIRO and the AMF. Information on CIRO-approved complaint-handling procedures is available upon request or by visiting the CIRO website. By accessing or using any DPM-related content on this site, you acknowledge that you have read, understood, and accepted the terms of this disclaimer.
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