Independence, expertise and a caring approach to meet the financial needs of wealthy individuals and families

Financial Management

Integrated expertise to make your life easier and give you peace of mind

A holistic financial perspective

We coordinate all of your personal finances within a structured framework that takes into account your long-term needs and adheres to your family values.

Team of independent experts

Patrimonica is not affiliated with any financial institution or management firm. We do not accept any form of compensation, commissions or revenue sharing from our service providers, which ensures that your interests are fully aligned with ours.

Solutions and execution

Not only do we find solutions to the most complex financial and family situations, we also proactively monitor the implementation of recommended strategies, ensuring that your financial, tax and legal obligations are met.

What we can do for you

  • Accounting for individuals, holding companies and trusts

  • Cash flow management and bill payment

  • Financial statements and tax returns

  • Payroll deductions and remittances

  • GST/PST/HST filings

  • Management of quarterly tax installment payments

ACCOUNTING AND TAX FILING

FINANCIAL AND TAX PLANNING

  • Retirement income projections

  • Cash flow and tax projections

  • Feasibility analyses

  • Tax deferral and minimization strategies

  • Shareholder agreement impact assessments

  • Establishing trusts and corporation

  • Risk and insurance coverage assessments

ESTATE PLANNING

  • Reviewing and updating wills and mandates in case of incapacity

  • Projecting tax liability at death

  • Planning the financial consequences of death

  • Integration of testamentary trusts

  • Estate settlement

  • Preparing tax returns for the estate

PHILANTROPIC STRATEGY

  • Giving strategy

  • Implementation of an endowment fund or a private foundation

  • Administrative support for board and committee meetings

  • Processing of donation requests

  • Correspondence with donors

  • Investment and disbursement policies

  • Accounting and financial statements

  • Coordination of minute book updates

FAMILY GOVERNANCE

  • Assessing the family’s dynamics and values

  • Identifying an appropriate family wealth management model

  • Setting up a family council

  • Intergenerational transfer strategy

  • Skills development and educational needs

“OUR APPROACH GOES FAR BEYOND CONSULTING. WE OFFER ADVICE, BUT WE'RE ALSO PROACTIVE AND FOCUSED ON EXECUTION. OUR CLIENTS FEEL OUR PRESENCE, AND THAT'S HOW WE EARN THEIR TRUST.”

— Diane Henry, Founder and President of Patrimonica