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 investors.
Coming from the foreign exchange market, Cape Cove is an emerging portfolio management firm that is offering traditional and alternative investment solutions. Cape Cove continues to expand its services with the addition of an experienced and seasoned team of exempt market and mutual fund representatives.
These complementary divisions create a firm whose multi-disciplinary culture makes it possible to target added value to its clients.
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:
Rick Couronne - Vice President Business Development Western Canada
Larisa Wells, PhD Economics -Vice President Western Canada
Benoît Crispin - Vice President Business Development,
Jean-Christophe Daigneault, Msc, CFA - Chief Compliance Officer,
Robert Audet, MBA - President and CEO,
Nick Tzaferis - Vice President Corporate Development,
Jeffrey Veilleux, M.Sc, CIM® - Advising Representative,
Claude Dufour - Executive Vice President
Cape Cove distinguishes itself by offering unique, tailored investment solutions. Thanks to expertise, we thrive at creating value for our clients by complementing their public market investments with non-correlated private market products in order to try to 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.
Ethics, compliance and governance
Cape Cove offers its clients portfolio management services and can also act as an exempt market and mutual fund dealer.
The Autorité des marchés financiers (AMF) in Quebec is Cape Cove’s primary regulator. Cape Cove meets the provincial securities regulator’s requirements for bonding insurance, protecting those investments administered by our firm. In addition, each mutual fund Dealing Representative maintains an individual Errors and Omissions (E & O) liability insurance coverage.
Cape Cove is a member of the Investment Funds Institute of Canada (IFIC). IFIC is the mutual fund industry trade association set up to serve its members, co-operate with regulatory bodies, and protect the interests of the investing public.