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.
| Website | http://www.cote100.com |
| Revenue | $5.4 million |
| Employees | 33 (25 on RocketReach) |
| Founded | 1988 |
| Phone | +1 450-461-2826 |
| Technologies |
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| Industry | Finance, Investment Management, Finance General, Financial Services, Personal Finance |
| Web Rank | 3 Million |
| Keywords | Portfolio Management, Asset Management, Investment Firm, Wealth Management, Portfolio Advisors, Financial Services, Investment Strategies, Investment Counseling, Long Term Investments, Financial Planning, Wealth Preservation, Alternative Investments, Capital Preservation, Retirement Planning, High Net Worth, Estate Planning |
| Competitors | Apple, Boeing, Tesla, Mercedes-Benz AG, Rolls-Royce, AUDI AG, Lexus, Aston Martin Lagonda Ltd, BMW, Porsche Leipzig GmbH +41 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52392 Companies |
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COTE 100 Questions
The COTE 100 annual revenue was $5.4 million in 2026.
25 people are employed at COTE 100.
The NAICS codes for COTE 100 are [523920, 52, 523, 5239, 52392].
The SIC codes for COTE 100 are [62, 628].
Top COTE 100 Employees
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Sébastien Leblanc
Président et chef de l'exploitation at COTE 100
Montreal, QC, CA2 -
Guy Verville
Spécialiste, Plateformes numériques at COTE 100
Montreal, QC, CA22 -
Guy le Blanc
Président du Conseil at COTE 100
Quebec, Canada -
Antoine Fortier
Adjoint- Fonds privés at COTE 100
Quebec, Canada1 -
Jimmy Pl.fin
Services spécialisés at COTE 100
Montreal, QC, CA -
Marco Fortier
Chartered Investment Manager (CIM) at COTE 100
Montreal, QC, CA2 -
Samaneh Maram
Financial Analyst at COTE 100
Montreal, QC, CA -
Jean-Charles Leboeuf
Négociateur at COTE 100
Montreal, QC, CA1
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