President & Senior Financial Advisor | Insurance Broker | Mutual Fund Dealing Representative
Sergio A. Paier brings over 15 years of cross-border financial expertise spanning the United States and Canada. He founded Coigne Capital to provide successful families and entrepreneurs with comprehensive financial planning, insurance strategies, and business advisory services through a distinctly holistic approach.
His unique blend of international market insight, academic foundation, and extensive client-focused experience has positioned him as a trusted strategic advisor to high-net-worth individuals and business owners navigating complex financial landscapes.
Sergio’s journey in financial services began in Southern California’s competitive retail banking environment, where he discovered his passion for transforming complex financial challenges into strategic opportunities. This early exposure to direct client financial planning ignited a lifelong commitment to disciplined investment strategies and long-term portfolio construction—principles that continue to guide every client relationship at Coigne Capital today.
His unique advantages:
Bottom line: For successful families and entrepreneurs seeking sophisticated financial advice across borders, Sergio transforms complex international financial challenges into competitive advantages through personalized, integrity-driven service.
Sergio maintains cutting-edge expertise through ongoing professional development, staying current with evolving regulations, market dynamics, and innovative financial strategies that benefit his clients.
Sergio’s career foundation was built in Southern California’s dynamic retail banking sector, where he:
Strategic Portfolio Design
Dynamic asset allocation that adapts to market cycles while protecting downside risk.
Tailored Insurance Architecture
Insurance strategies that safeguard wealth and unlock tax‑efficient growth opportunities.
Business Advisory & Succession Planning
Structuring enterprises for scalability, resilience, and seamless generational transition.
Legacy & Estate Stewardship
Coordinated estate plans that honor family values and philanthropic ambitions.
His strategic move to Montréal marked a pivotal expansion of his expertise:
During these positions, Sergio:
Welcome to Coigne Capital Inc., a trusted wealth management firm dedicated to helping clients achieve their financial goals. We provide tailored solutions, spanning diversified asset strategies, personalized portfolio management, and expert advisory services. Partner with us call (438) 609-5669 today.
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Coigne Capital Inc.—a financial‑services firm duly registered with and regulated by the Autorité des marchés financiers (AMF)—offers educational content only; nothing on this site constitutes personalized financial, tax, or legal advice. Securities products are distributed through Global Maxfin Investments Inc. (GMII), a dealer supervised by the Canadian Investment Regulatory Organization (CIRO), and may be discussed solely by representatives licensed to offer mutual funds and other securities in Québec, while insurance solutions are placed through Qualified Financial Services Inc. (QFS). Investors should consult an appropriately qualified professional to ensure any strategy aligns with their objectives, risk tolerance, and overall circumstances, and they should remember that past performance is not a guarantee of future results. Sergio A. Paier, acting as an independent advisor through his corporation Coigne Capital Inc., expresses opinions that are his alone and do not necessarily reflect the views, policies, or recommendations of GMII or QFS. For full details, please review the primary disclosure section and all other legal and compliance notices on this websites.
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