Our services

First-class asset management

tailored to your situation

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DISCOVER OUR COTE 100 PRIVATE WEALTH AND COTE 100 PRIVATE FUNDS SERVICES

For almost 40 years, COTE 100 has been offering thousands of investors high-performance, transparent investment solutions tailored to their needs.

Our mission is to help you achieve your financial goals with confidence through all market cycles – something we call financial peace of mind.

Foundation
of the company
1988
Team
members
30
Assets under
management*
+ $3G
Families
in management
1,600
* As of December 31, 2024
Which approach is right for you?

COTE 100

Private Wealth

Opt for this service if you have at least $500,000 to invest and you recognize yourself in any of these descriptions.

  • You want your financial and tax situation to receive special attention.
  • You have no employer-sponsored pension plan and are working to build your own retirement assets.
  • You own a business or holding company, or have a profession that generates substantial income.
More information

COTE 100

Private funds

Opt for this service if you have at least $100,000 to invest and you recognize yourself in any of these descriptions.

  • You're at the beginning of your career and working on building your retirement capital.
  • You save systematically and your assets are growing rapidly.
  • Your asset level is not yet eligible for our COTE 100 Private Wealth service, but you are aiming for it.
More information

COTE 100

Private boutique

If your assets exceed $10 million, we invite you to contact Sébastien LeBlanc, President and COO, to learn more about our COTE 100 Private Boutique approach.
Sébastien Leblanc

Sébastien Leblanc

President and COO
1 800 454-2683

What sets COTE 100 apart

A convincing track record

Our market experience spans almost 40 years, and our portfolios have flourished despite the many financial crises of recent decades.

A rigorous investment process

Our portfolio management is based on a thoroughly proven method that aims for meaningful added value while paying careful attention to capital preservation.

Frequent, transparent communications

Our investment team will keep you informed about its analyses and decision-making, and you will have direct, any-time access to your dedicated portfolio manager.