Coerente defined:
'Logical, Understandable, Orderly'
What we do
Coerente Capital Management is an independent boutique investment counselling firm specialising in discretionary, segregated portfolio management for high net worth individuals, holding companies, trusts/estates and foundations.
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Partners of Coerente Capital Management invest in the same securities as our clients, ensuring that their respective interests are aligned. The firm follows the CFA Institute’s code of ethics. In addition, the firm has strict internal policies which all employees must adhere to and sign annually. Client’s interests are always first.
Coerente Capital Management Inc. is a national firm with offices in Toronto and Montreal. The Firm is currently registered as a portfolio manager in the provinces of Ontario, Quebec, Alberta, British Columbia, New Brunswick, Nova Scotia, and Prince Edward Island.
Coerente Capital Management is a member of the Portfolio Management Association
of Canada (PMAC).