COTE 100 Private Wealth is a portfolio management service designed for investors with substantial assets.
COTE 100 Private Wealth provides you with a dedicated portfolio manager, who will be your partner in deploying an investment strategy that incorporates all aspects of your financial situation:
Would you like to connect with a member of our COTE 100 Private Wealth team?
Before we invite you to sign up for our service, we'll arrange a meeting where you can get to know us better. Then we'll make sure that we get to know you too, by carrying out a detailed review of your situation and establishing your investor profile. We will then be in a position to submit a management proposal and begin our mandate.
With COTE 100 Private Wealth, you personally hold the shares of the companies we buy for you. You will be able to track the trades made by your investment team and be informed of their decisions. As well, you will have added flexibility in managing the tax implications of your investments.
Our goal is to offer you solid long-term returns with moderate risk. Rather than seeking high short-term returns at any cost, we will pay particular attention to the volatility of your portfolio.
Each quarter, you’ll receive a detailed management report , including: the status of your securities, the return obtained, the asset allocation in relation to your personalized investment policy and our commentary on the markets. Your manager will also contact you periodically to provide an update and to explain our investment decisions.
Supported by an experienced team
That is highly personalized
In our investment decisions
Of asset deployment
For a complete view of your future
If you’re in the accumulation phase but haven’t yet reached that threshold, consider COTE 100 Private Funds — it offers the same management expertise through an alternative structure.
COTE 100 Private Wealth stands out for its tailored approach, with a dedicated manager who quickly understands your professional and family situation. This manager works to implement the strategy developed by the investment team, while taking your specific circumstances and constraints into account to help you reach your financial goals.
COTE 100 Private Wealth is built on a portfolio of individual securities: you own the shares of the companies we purchase on your behalf, rather than units in an investment fund. If your asset level allows, this more personalized form of wealth management enables greater tax efficiency and comes with lower fee ratios.
Your assets are entrusted to our custodian, the National Bank Independent Network (NBIN). It is covered by the usual protections offered by major financial institutions, including the Canada Deposit Insurance Corporation (CDIC) and the Canadian Investor Protection Fund (CIPF).
