Personalized portfolio management

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

News

2023-11-16

Don’t miss the new Avantage Bourse series!

As part of its 35th anniversary celebrations…

2023-10-25

COTE 100: continuous growth through word-of-mouth

“The purpose of this investment is to bring the firm closer to its growing client base in the…

2023-10-24

35 Years of Helping You Achieve Financial Peace of Mind

Thirty-five years ago, COTE 100 was born.

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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