Sergio A. Paier | sergio.paier@gmii.ca
Building a successful business is just the beginning, protecting and transferring that success to the next generation requires strategic succession planning. At Coigne Capital, we help Canadian business owners develop comprehensive succession strategies that ensure business continuity, maximize value transfer, and preserve your legacy for future generations. Whether you’re planning retirement, considering family succession, or preparing for an eventual sale, our experienced succession planning advisors work closely with you to create tailored strategies that align with your personal wealth goals while securing your business’s future prosperity.
We begin with a thorough evaluation of your business and personal financial situation:
Finding the right successors is crucial for your business’s continued success:
We create comprehensive succession strategies tailored to your specific goals and circumstances:
Our commitment extends through the entire succession process:
We ensure your business maintains operational stability and continues thriving beyond your tenure by identifying and preparing future leaders through strategic succession planning that preserves your company's competitive advantages and market position.
Our succession planning seamlessly integrates with your personal wealth management and retirement planning objectives. We align business transition strategies with your long-term financial goals to create holistic prosperity for you and your family.
We collaborate with leading legal and tax professionals to create robust structures for smooth ownership transfers. Our expertise includes drafting comprehensive buy-sell agreements, establishing family trusts, and implementing tax-efficient funding mechanisms.
We preserve business momentum and stakeholder confidence during succession processes by maintaining operational continuity, protecting employee morale, and safeguarding client relationships throughout the transition period.
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.
