COTE 100 Gestion Privée is a portfolio management service designed for investors with substantial assets.
COTE 100 Gestion Privée provides you with a dedicated portfolio manager, who will be your partner in deploying an investment strategy that takes into account all aspects of your financial situation:
Would you like to talk to a member of our COTE 100 Gestion Privée team?
Before we invite you to join our service, we'll arrange a meeting with you to get to know us better. Then we'll make sure 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.
Avec COTE 100 Gestion Privée, vous détiendrez en propre les actions des sociétés que nous achèterons pour vous. Vous pourrez suivre les transactions effectuées par votre équipe d’investissement et serez informé de leurs décisions. Vous disposerez aussi de plus de souplesse pour gérer les incidences fiscales liées à vos placements.
Our goal is to offer you solid long-term returns with moderate risk. We will pay particular attention to the volatility of your portfolio, rather than seeking high short-term returns.
Each quarter, you'll receive a detailed management report, including: the status of your holdings, the return achieved, the asset allocation in relation to your personalized investment policy, and our commentary on the markets. In addition, your manager will contact you periodically to review and explain our investment decisions.
Et secondé par une équipe aguerrie
Highly customized
In our investment decisions
In asset deployment
Pour une vision complète de votre avenir
If you're in the accumulation phase but haven't yet reached this threshold, find out more about COTE 100 Private Funds: this service offers you the same management expertise in an alternative formula.
COTE 100 Gestion Privée stands out for its tailor-made approach, with a dedicated manager who quickly understands your professional and family situation. The manager works to implement the strategy put forward by the investment team, taking into account your specificities and constraints, in order to achieve your financial objectives.
COTE 100 Gestion Privée is based on individual portfolio construction: you hold the shares of the companies we buy for you, rather than units in an investment fund. If your asset level allows it, it's a more individualized approach to wealth management that optimizes tax efficiency, with lower fee ratios.
Your portfolio is held with our custodian, National Bank Independent Network (BNRI). 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).
