Cogesfonds Inc (Quebec)


Cogesfonds Inc is a large advisory firm based in Quebec. It manages $132.42 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Cogesfonds provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cogesfonds: assets under management

The assets under management (AUM) of Cogesfonds Inc is $132.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $132.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $843.45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cogesfonds Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cogesfonds Inc

Jacques Paquin has been acting as President since 1 Sep 1983. Richard Bolduc joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Jacques Paquin President 1 Sep 1983 Other 4488310
Richard Louis Fiset Shareholder 1 Oct 1986 Other 4393356
Roch Bolduc Shareholder 1 Dec 1994 Other 4489213
Richard Louis Fiset Executive vice-president 1 Oct 1996 Other 4393356
Jeandalou Inc. Shareholder 1 Oct 1996 50% - 75% foreign
Robert M. Gagnon Vice-president 1 Feb 1999 Other 4488324
Roch Bolduc Shareholder 1 Feb 2000 Other 4489213
Richard Bolduc Vice-president 1 May 2001 Other 4489168

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jacques Paquin President 1 Oct 1996 75% - 100% 4488310

Based in Quebec

The principal office where Cogesfonds Inc performs its advisory services is located at 45 Dalhousie, Quebec, G1 K 8 S3, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 418-694-9000 or by fax 418-694-9827. The normal business hours are 8h30 - 17h30 on Monday - Friday.