Objective:
Your financial
peace of mind

We support you
every step of the way.

COTE 100+:
YOUR FINANCIAL
BULLETIN,
REINVENTED

Proposal (abandoned)
of Carrefour’s takeover
by Couche-Tard

COTE 100 IS A PERSONALIZED PORTFOLIO MANAGEMENT BOUTIQUE CREATED IN 1988. OUR MISSION IS TO HELP YOU ACHIEVE FINANCIAL PEACE.

News
The most difficult action for an investor
2021-04-14
The most difficult action for an investor
I believe the hardest part for an investor is inaction.
The 4 Ps of investing
2021-04-14
The 4 Ps of investing
What are these four essential qualities for long-term success on the stock exchange?
Respect the rules of the investment game
2021-02-17
Respect the rules of the investment game
Long-term investing requires following its rules, its etiquette.
OUR OFFER
A HIGHLY PERSONALIZED PORTFOLIO MANAGEMENT SERVICE

A detailed accounting of your personal, professional and financial reality

Active management of your investments

Tax optimization of your portfolio

Close monitoring, with personal exchanges on a quarterly basis

MORE THAN 3 DECADES OF EXPERIENCE AT THE SERVICE OF EACH OF OUR CUSTOMERS.

COTE 100+

A multiplatform online service that gives you privileged access to strategic information on the management of your portfolio.

Philippe Le Blanc's blog

Tracking the Canadian and US securities

Monthly management bulletins

In-depth analysis of securities that make the news