At Coigne Capital, financial stewardship means acting as the trusted guardian of your wealth. We go beyond basic investing to design integrated, tax-aware strategies that protect, grow, and transfer assets—so your capital serves your family for generations.
Financial stewardship is the disciplined management of wealth to meet long-term goals while preserving capital for future generations. We combine rigorous analysis, dynamic portfolio management, and personalized planning so every decision aligns with your vision and risk tolerance.
Tax-Efficient Investing: TFSA/RRSP optimization, asset location, and cost control to enhance after-tax outcomes
Tax-Loss Harvesting: Systematic, rules-based loss realization
Income Splitting: Legal structures to reduce family tax burden
Corporate Tax Planning: Efficient compensation and surplus management for owners
Cross-Border Considerations: Coordination for clients with international ties
Insurance is a planning tool, not just a policy. We integrate life, disability, and critical-illness solutions with your portfolio and estate plan to protect income, equalize inheritances, fund buy-sell agreements, and support intergenerational goals—strengthening both family security and business continuity.
Owner-operators get practical, finance-driven guidance: capitalization, cash-flow planning, compensation design, risk controls, and succession/exit preparation. We align corporate structure and personal wealth strategy so both sides of your balance sheet work together.
Tailored planning for new Canadians: banking and credit setup, registered plans, tax basics, insurance needs, and culturally aware guidance—all mapped to Québec/Canadian rules so you can build wealth with confidence.
Stewardship is more than asset management—it’s architecture. We align your capital with your values and long-range objectives, then execute with discipline and transparency.
Discover — Personalized Strategy Development
Deep discovery of goals, constraints, family values, and timelines to craft a plan that fits how you actually live.
Integrate — Holistic Coordination
Investments, insurance, tax, retirement, estate, and (where relevant) corporate planning—orchestrated so every decision supports the whole.
Evolve — Ongoing Partnership & Support
Regular reviews, proactive adjustments, and plain-English reporting to keep your plan aligned with markets and life changes.
Wealth stewardship is an ongoing journey, not a destination. We provide continuous monitoring, regular strategy reviews, and proactive adjustments to keep your financial plan aligned with market conditions and life changes.
Discover how Coigne Capital’s holistic wealth management services can meet your financial needs and goals. We craft strategies to ensure your financial success and security. Contact us today to build a comprehensive and robust economic future.
Stay informed with Coigne Capital’s latest financial news, market trends, and industry insights. Our updates provide the knowledge you need to make informed decisions in a dynamic economy. Subscribe for regular insights and expert analysis to confidently navigate the financial landscape.
Building an Ecosystem of Cooperation: Why Real-Estate & Wealth-Planning Professionals Should Join Forces At Coigne Capital, we believe a client’s
Global Economic Outlook 2025: A Patchwork of Opportunities and RisksBy Sergio Paier, Wealth Advisor, Coigne Capital 2025: A “New-Normal” That
The Evolution of Portfolio Management and Asset Allocation in Response to Market Volatility Over the past four decades, the landscape
Disclaimer: Coigne Capital Inc. is a financial‐services firm duly registered with the Autorité des marchés financiers (AMF Firm No. 608528). All content on this website—including references to mutual funds, insurance contracts, segregated funds, GICs, and other investment vehicles—is provided solely for educational purposes and does not constitute personalized financial, tax, or legal advice. Securities products are offered through Global Maxfin Investments Inc. (CIRO) and may only be discussed by representatives duly licensed to distribute mutual funds and other securities in Québec. Insurance products are offered through Qualified Financial Services Inc. and may only be discussed by representatives licensed as insurance brokers. Before acting on any information, you should consult a qualified professional to assess its relevance and suitability considering your objectives, risk tolerance, and overall financial circumstances. Past performance is not indicative of future results. For complete disclosures, please refer to the Primary Disclosure section and all other legal and compliance notices on this website. Advisors at Coigne Capital Inc. are not financial planners unless they hold a recognized financial-planning designation. Financial-planning and estate-planning services are provided only by professionals who hold an approved financial-planning designation, in conjunction with your servicing financial advisor.
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.
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