At Coigne Capital, we operate as fiduciaries , legally and ethically bound to act in your best interests in every recommendation
We are a truly independent firm with no affiliations to banks, insurance companies, brokerage firms, or product manufacturers

Why Coigne Capital? 

Fiduciary Financial Advisory & Business Counsel

Trusted Financial Planning Services | Wealth Preservation | Business Consulting for Canadian Families

Experience comprehensive financial solutions that balance wealth preservation with business growth. Coigne Capital delivers expert financial planning, insurance solutions, and business advisory services to help Montreal families and entrepreneurs build lasting legacies.

Protecting Your Financial Blueprint

Our certified financial professionals create bespoke wealth strategies that safeguard your assets while maximizing growth potential. We specialize in comprehensive financial planning that connects business success to family prosperity through:

  • Strategic Asset Allocation & Portfolio Management
  • Advanced Tax Optimization Strategies
  • Estate Planning & Wealth Transfer Solutions
  • Philanthropic Planning & Charitable Giving

 

Every financial plan is customized to protect and optimize your capital for current needs and future generations.

Comprehensive Wealth Preservation Services

Strategic Tax Planning & Optimization

Minimize tax liabilities through innovative Canadian tax strategies tailored to your unique financial situation. Our tax planning experts help high-net-worth individuals and business owners reduce tax burden while maintaining compliance.

Estate Planning & Legacy Protection

Ensure your assets are distributed according to your wishes with comprehensive estate planning services. We provide wills, trusts, power of attorney, and succession planning to protect your family's financial future.

Philanthropic Planning & Charitable Giving

Create meaningful contributions to causes you care about while maximizing tax benefits. Our philanthropic planning services help you establish charitable foundations, donor-advised funds, and strategic giving plans.

Operational Excellence & Growth Strategy

Specializing in process optimization and Quality Management Systems (QMS), we enhance business productivity and ensure operations meet international ISO standards.

Unlocking Generational Prosperity

Comprehensive Financial Stewardship

Beyond asset management, we address every aspect of your financial life, including strategic tax planning, estate considerations, and philanthropic goals. Our approach ensures a lasting legacy across generations.

Business Advisory Services

Specializing in process optimization and Quality Management Systems (QMS), we enhance productivity and ensure your operations meet international standards. Our holistic approach optimizes business processes and aligns your financial and human resources with your objectives.

Financial Empowerment for New Canadians

Recognizing immigrants' unique challenges, we provide targeted financial literacy programs and investment counseling to help new Canadians build a secure financial foundation.

Our Unique Value Proposition

Customized Financial Solutions

Every wealth strategy is uniquely tailored to meet specific client needs and objectives, ensuring comprehensive support across all aspects of financial planning and wealth preservation.

Specialized Knowledge & Expertise

Coigne Capital leverages expertise in wealth management, insurance solutions, and business advisory services. Our team creates tailored strategies to address complex financial needs, optimize asset growth, and ensure long-term security.

Cultural & Linguistic Understanding

The ability to communicate in multiple languages, including English, French, and Spanish, provides clear and effective communication to clients from diverse backgrounds.

Empowerment & Education

We focus on educating and empowering our clients to take control of their financial futures through workshops, seminars, and personalized advisory services.

Community Engagement & Support

Our commitment extends beyond financial services to active participation in community initiatives and support networks that provide additional resources to help clients integrate and thrive in their new homes.

Service-Centered Philosophy & Consistent Follow-Up

At Coigne Capital, our philosophy is grounded in providing exceptional service that is proactive, client-centric, and attuned to individual needs. We prioritize building long-lasting relationships with our clients through a deep understanding of their financial goals.

Engage with Coigne Capital Today

Shape a lasting financial legacy and drive your business forward with Coigne Capital. When you partner with us, you gain a dedicated ally focused on your long‑term prosperity. Every strategy is crafted around your goals, unlocking your wealth’s potential and securing a brighter future for you and your loved ones. Contact Coigne Capital today and begin your journey to enduring success.

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.

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Coigne Capital Inc. is licensed by the AMF to distribute insurance in Québec. Mutual‑fund securities are offered only through Global Maxfin Investments Inc. (CIRO member). All business‑advisory and consulting services are delivered solely by Coigne Capital and its Advisory Network; Global Maxfin and Qualified Financial Services Inc. (QFS) bear no liability for these engagements.

The Why Coigne  page is for general information and marketing purposes. It does not constitute personalized financial, legal, accounting, or tax advice. Any case studies or performance references are illustrative and may not predict future results; market conditions and personal circumstances can change outcomes. Before acting on this information, consult appropriately licensed professionals who can assess your specific objectives, risk profile, and regulatory obligations. Accessing this page does not create a client–advisor relationship unless formal agreements are executed in jurisdictions where Coigne Capital is duly registered.

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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