COTE 100 is one of the largest independent private portfolio management firms in Canada, with clients in Quebec, Ontario, New Brunswick and Alberta. As of December 31st 2023, its assets under management were approximately C$3 billions.

We offer personalized solutions, using an investment process based on an exclusive quantitative filter: the COTE 100 system. The system is based on three main themes: financial health, performance and stock market valuation. Coupled with a detailed qualitative analysis, it allows us to carry out a rigorous selection of securities for the long term.

COTE 100+ PLATFORM

We also offer the COTE 100+ platform, an online service providing our clients with strategic information on the management of their portfolio. Access to the COTE 100+ platform is also offered by subscription to a clientele of independent investors.

For more information, visit www.cote100.com.

COTE 100

Philippe Le Blanc

This department oversees the management and optimization of investment portfolios for various clients, ensuring compliance and strategic alignment with financial goals.

Portfolio Management

This department provides administrative assistance to managers and other staff members.

Administrative Support

This department manages financial planning, analysis, and reporting functions.

COTE 100

Org chart

Teams

Portfolio Management

Administrative Support

Finance Department

Offices

COTE 100

Org chart

Teams

Portfolio Management

Administrative Support

Finance Department

Offices

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