Personalized portfolio management

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

News

2026-05-29

COTE 100 Launches scenario¹⁰⁰, the Financial Projection Dashboard

One year after the revamp of COTE 100+, our client portal, we are proud to unveil scenario¹⁰⁰…

2026-01-19

20-20-20 Competition: The next generation in action

Developing long-term investment strategies requires rigour and discipline.

2025-07-28

Gabriel Diallo to continue his ascent with the support of COTE 100

Rising Canadian tennis star Gabriel Diallo, currently ranked 35th in the world…

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

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

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