Our services

We offer to become your personal financial manager. This way, you can rely on a master planner who:

Coordinates all of the family’s financial activities
Works with the professionals of your choice
Oversees implementation and follow-up of the proposed strategies
Ensures that financial, fiscal and legal commitments are adhered to
Ensures that mandates given to Patrimonica are well managed
Makes sure that daily tasks are executed
Provides access to a vast network of professionals

You then obtain peace of mind knowing that your financial situation is handled by impartial and experienced professionals. All this is done in total confidentiality and independently of other professionals involved in your matters.

Here is the detailed list of the services we offer:

Taxation:
o Family tax planning
o Preparation of tax returns: individuals, corporations and trusts
o Financial forecasts
o Preparation of sales tax reports and tax payments

Investment:
o Development of the global investment policy
o Monitoring of the investment manager’s mandate
o Performance assessment

Wealth transfer:
o Development of an intergenerational transfer plan
o Estate planning and management of trusts
o Philanthropic planning and follow-up

Risk management:
o Risk and insurance coverage assessment
o Strategy analysis
o Implementation of the proposed solutions

Administration:
o Monthly accounting and preparation of financial statements
o Cash management and payment of invoices
o Management of financial and legal documents
o Follow-up on transactions in settling an estate