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Wealth Process 

Coigne Capital: Premier Wealth Management & Financial Planning Services

Unlock Your Financial Potential with a Trusted Wealth Partner

At Coigne Capital, we transform your financial dreams into reality through personalized wealth management strategies designed for high-net-worth individuals and families. As your dedicated fiduciary advisors, we combine precision, integrity, and decades of expertise to deliver exceptional financial results and lasting wealth growth.

Why Choose Coigne Capital for Wealth Management?

Our client-centric approach ensures every financial decision serves your best interests. With over 15 years of combined experience, our certified financial planners and investment specialists have helped hundreds of Canadian families achieve financial independence and preserve generational wealth.

Comprehensive Financial Services:

  • Investment portfolio management and optimization
  • Estate planning and wealth preservation strategies
  • Tax-efficient investing (TFSA, RRSP, RESP optimization)
  • Retirement planning and income strategies
  • Insurance and risk management solutions
  • Business succession planning for entrepreneurs
  • Multi-generational wealth transfer planning

FORM Discovery Consultation – Understanding Your Financial DNA

Our signature FORM consultation (Family, Occupation, Recreation, Money Matters) forms the foundation of your personalized wealth strategy. 

During our FORM Discovery Consultation, we conduct a comprehensive financial review covering

  • Family Priorities:
  • Occupation Analysis:
  • Recreation & Lifestyle Goals:
  • Money Matters Deep Dive

 

Strategic Client Onboarding & Financial Landscape Mapping

Our comprehensive onboarding process ensures no opportunity for wealth optimization goes unexplored. During your dedicated onboarding session, we:

Investment Account Optimization:

  • TFSA maximization strategies for tax-free growth
  • RRSP contribution planning and timing optimization
  • Non-registered investment accounts structuring
  • Corporate investment strategies for business owners

Financial Infrastructure Assessment:

  • Banking and credit optimization
  • Insurance coverage gap analysis
  • Estate planning document review
  • Tax efficiency evaluation

Trusted Advisor Relationship Establishment:

  • Clear communication protocols
  • Performance benchmarking setup
  • Regular review scheduling
  • Emergency contact procedures

Tailored Recommendations & Strategic Empowerment

After thorough analysis of your financial situation, our expert team delivers actionable, personalized recommendations designed to accelerate your wealth-building journey.

Portfolio Strategy Development:

  • Asset allocation optimization based on your risk profile
  • Diversification strategies across asset classes and geographies
  • Tax-loss harvesting opportunities identification
  • Rebalancing protocols for consistent performance

Risk Management Solutions:

  • Life insurance needs analysis and optimization
  • Disability insurance for income protection
  • Critical illness coverage evaluation
  • Estate liquidity planning strategies

Financial Planning Integration:

  • Retirement income projection and optimization
  • Education funding strategies (RESP maximization)
  • Tax minimization through strategic planning
  • Estate planning coordination with legal professionals

Empowerment through knowledge—we ensure you understand every recommendation and its impact on your financial future.

Empowerment through knowledge—we ensure you understand every recommendation and its impact on your financial future.

Step 4: Precision Implementation & Strategy Execution

Once you approve our recommendations, our experienced team implements your wealth management strategy with institutional-level precision and attention to detail.

Investment Implementation:

  • Portfolio construction using institutional-grade investments
  • Asset allocation execution across all account types
  • Investment platform setup and optimization
  • Automatic contribution and rebalancing systems

Insurance & Estate Planning Coordination:

  • Policy procurement and beneficiary optimization
  • Estate planning document coordination
  • Tax-efficient wealth transfer strategies
  • Business succession plan implementation

Performance Monitoring Setup:

  • Benchmark establishment for performance measurement
  • Reporting systems implementation
  • Review schedule confirmation
  • Goal tracking mechanism activation

Ongoing Partnership & Performance Excellence

At Coigne Capital, we believe in transformational, not transactional relationships. Our commitment to your success extends far beyond initial strategy implementation.

  • Continuous Market Analysis
  • Regular Communication & Updates
  • Proactive Account Management
  • Direct Advisor Access & Comprehensive Reviews

Your success requires ongoing attention and strategic adjustments. Our structured review process ensures your wealth management strategy remains optimally aligned with your evolving needs.

Scheduled Review Sessions:

  • Direct Advisor Access Benefits:
  • Adaptive Planning Services:

Your financial plan evolves with your life—we ensure it remains perfectly aligned.

Lifelong Partnership & Continuous Support

Coigne Capital’s commitment extends throughout your entire financial journey. We stand by you through every milestone, challenge, and opportunity.

  • Comprehensive Support Services
  • Ongoing Education & Resources
  • Legacy Planning Support

 

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.
1 2 3 4 5 6 Consultation Aligning Aspirations Client Engagement & Onboarding Recommendations & Empowerment Strategy Implementation Ongoing Client Relationship Direct Access & Review Sessions

SPEAK TO AN ADVISOR

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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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