Retirement, tax, and estate planning without the noise
At Coigne Capital, every Canadian family, entrepreneur, and newcomer deserves sophisticated, practical wealth strategies

Mission & Vision

Building Legacies That Last Generations

Your Partners in Prosperity

At Coigne Capital, every Canadian family, entrepreneur, and newcomer deserves sophisticated, practical wealth strategies. We turn financial complexity into clear, actionable plans, so today’s decisions become tomorrow’s multigenerational strength.

Our Vision:

Empowering Financial Futures Across Cultures

We envision a Canada where every entrepreneur, family, and newcomer has the tools and guidance needed to build resilient wealth and create lasting legacies. Through culturally attuned, independent financial advice, we bridge the gap between ambition and achievement.

Our comprehensive approach includes:

  • Strategic Financial Planning – Tailored roadmaps aligned to your goals, timeline, and risk.
  • Comprehensive Insurance Solutions – Life, disability, and critical-illness coverage that scales with your wealth.
  • Business Advisory Services – Growth, capitalization, and succession planning for owner-managed businesses.
  • Cross-Cultural Financial Expertise – Guidance that respects diverse backgrounds, values, and objectives.

All designed to honor your unique journey while securing your family’s future—across generations.

Beyond Conventional Financial Planning

Your goals are specific; your plan should be, too. We take the time to understand your values, priorities, and legacy—and build intentional, personalized strategies around them.

A Collaborative Partnership—Not a Sales Process

Beyond Conventional Financial Planning

We don’t just “manage money.” We co-create strategy, monitor progress, and adapt to markets with you. Expect disciplined process, plain-English reporting, and decisions you understand and control.

What Sets Coigne Capital Apart

  • Fiduciary Excellence: Your interests first—legally and ethically. No bank quotas. No conflicted recommendations.
  • Independent, Unbiased Advice: Objective access to Canada’s best solutions across managers, carriers, and structures.
  • End-to-End Expertise: Investments, insurance, tax-aware structuring, estate, and business succession—under one roof.
  • Transparent Fees: You always know what you pay, what you own, and why.

Our Mission: ​

Pioneering Legacy, Crafting Tomorrow

To become Canada’s premier boutique advisory firm, renowned for integrity, innovation, and cross-border expertise. We’re democratizing sophisticated financial strategies, ensuring every client, regardless of background can build multigenerational wealth and prosperity.

Our Commitment to Your Success

Your success story is unique, and so is our approach. We invest time in understanding not just your financial goals, but your values, dreams, and the legacy you want to create. This deep understanding allows us to craft personalized strategies that are both intentional and impactful.

Our Discovery Process Includes:

  • Comprehensive financial health assessment
  • Family values and legacy goal alignment
  • Risk tolerance and investment preference analysis
  • Tax optimization and estate planning review
  • Business succession and growth planning (for entrepreneurs)

 

Global Perspective, Local Canadian Expertise

Our internationally minded approach, combined with deep Canadian market knowledge, ensures you never miss an opportunity, whether it’s in domestic markets, cross-border investments, or international business ventures. We understand the complexities of Canadian tax law, immigration financial requirements, and global wealth management strategies.

Technology-Driven, Human-Centered Service

We leverage cutting-edge financial technology and analytics while maintaining the personal touch that makes all the difference. Our digital tools provide real-time insights and streamlined processes, but our human advisors provide the wisdom, empathy, and strategic thinking that technology cannot replace.

Your Legacy Starts Today

The financial decisions you make today shape the opportunities available to your children and grandchildren. Let us help you make choices that create not just wealth, but a lasting positive impact that transcends generations.

Building Generational Wealth Through:

  • Strategic asset allocation and diversification
  • Tax-efficient investment structures
  • Estate planning and wealth transfer strategies
  • Educational funding and family governance
  • Philanthropic planning and charitable giving strategies

Who We Serve

Entrepreneurs Scaling Their Business: From startup funding strategies to exit planning, we provide comprehensive financial guidance for business owners at every stage of their entrepreneurial journey.

Families Planning for Future Generations: Multi-generational wealth planning, education funding, estate strategies, and family governance structures that preserve and grow family wealth.

Newcomers Building Their Canadian Dream: Specialized services for new Canadians, including immigration financial planning, credential recognition support, and culturally sensitive wealth-building strategies.

 

Ready to Begin?

Schedule Your Complimentary Consultation

Discover how Coigne Capital can transform your financial future. Our dedicated team is ready to understand your unique situation and craft a strategy that honors your goals while building lasting prosperity.

Connect with Us

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 and updates, and follow us on social media for the latest financial news and tips. Let’s unlock your wealth’s potential together and secure a prosperous future.

Disclaimer: Coigne Capital Inc. is a duly registered financial-services firm regulated by the Autorité des marchés financiers (AMF). All material on this site—including references to mutual funds, insurance contracts, and other investment vehicles—is furnished solely for educational purposes and does not constitute personalized financial, tax, or legal advice. Securities products are distributed through Global Maxfin Investments Inc., a dealer overseen by the Canadian Investment Regulatory Organization (CIRO), and may be discussed only by representatives licensed to offer mutual funds and other securities within Québec. Before acting on any information, investors should consult an appropriately qualified professional to confirm its relevance and suitability to their objectives, risk tolerance, and overall financial circumstances. Past performance is not a guarantee of future results. For full details, please review the primary disclosure section and all other legal and compliance notices on this website.

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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