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.

The Firm is 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

Portfolio Management Association of Canada