A holistic approach to managing your financial wealth.

Within the Coté Team, we do not believe in the efficiency of working in silos. This is why, for more than 30 years now, we have been committed to taking a global view of our clients' financial assets. This approach goes above all through the establishment of solid financial planning, making it possible to relate the various factors influencing the financial wealth of your family, from the management of the investment portfolio to taxation and estate planning.