You must know where you came from,
to determine where you’re going.
We are building for the future on a solid foundation.
Cape Cove is an independent portfolio management firm as well as an exempt market and mutual fund dealer that offers diversified investment services to its discerning investors.
Coming from the foreign exchange market, Cape Cove is an emerging portfolio management firm that has been offering traditional and alternative investment solutions since 2016. Cape Cove continues to expand its services with the addition of a highly experienced and seasoned team of exempt market and mutual fund representatives.
These complementary divisions create a unique and dynamic firm whose multi-disciplinary culture makes it possible to provide added value to its clients. We firmly believe that our vast expertise maximizes the chances of success and reduces the volatility and risk in our clients’ portfolios.
The firm owes its name to Cape Cove, also known as Cap d’Espoir, a picturesque little village located in the Gaspé region, and the ancestral home of the firm’s founder.
From left to right:
Benoît Crispin - Vice President Business Development,
Khadija Jouini - Marketing & Communication Director,
Jean-Christophe Daigneault, Msc, CFA - Chief Compliance Officer,
Robert Audet, MBA - President and CEO,
Nick Tzaferis - Vice President Corporate Development,
Chang Liu - Middle Office Manager,
Claude Dufour - Executive Vice President
Cape Cove distinguishes itself by offering unique, tailored investment solutions. Thanks to our innovative expertise, we create a source of added value for our clients by complementing their public market investments with non-correlated private market products to drastically mitigate the risk in their portfolios.
In the continuous effort to preserve our clients’ capital, risk management is one of the most important pillars of Cape Cove’s investment philosophy. All our investment processes include the same rigorous approach to risk management and due diligence to achieve optimal returns.
Ethics, compliance and governance
Cape Cove offers its clients institutional-quality portfolio management services and can also act as an exempt market and mutual fund dealer.
Our policies and procedures reflect our work ethic and sound governance. Cape Cove adheres to the highest standards of the industry.