Our LEADERSHIP

Diane Henry, CPA, CA. M.Sc, C.Adm., F.P.

President

In 2009, with more than 25 years of experience with entrepreneurs and business people, Diane Henry founded Patrimonica, a Multi-Family Office. Her ability to grasp the true needs of these exceptional individuals has allowed her to evolve with them over two decades and to develop a comprehensive and integrated service offering.

The foundation of Patrimonica and its subsidiary Patrimonica Asset Management rest on the following values: integrity, high-level professionalism and independence, all of which are dear to the team of experienced professionals that Diane has gathered together.

Diane has a solid academic background. She is a member of the Quebec CPA order since 1983, holds a Master of Science degree in finance from the HEC Montreal and she is a registered Financial Planner. Her vision of a true Family Office in Canada has led her to interact with different American and European families which inspired her of the best practices of wealth management.

Diane initiates events to allow exchanges between families who have similar challenges and participate in numerous activities to foster family legacies. Diane serves on the board of Directors of the Club Saint James and has been Treasurer for the last 7 years.

  

Bill Healy, M.Sc., CFA

Managing Director, Chief Investment Officer

Bill is responsible for the investment management unit within the family office. With over 25 years of experience in the areas of policy design, manager selection, equity and fixed income portfolio management, with both institutional and private client exposure, his unique background provides him with a deep and critical understanding of the industry. The desire to put his passion and skills to work in a "pure" family office model compelled him to found Patrimonica Asset Management Inc. in 2012, a wholly-owned subsidiary of Patrimonica Inc.

Previously, Bill held the position of Vice President, Portfolio Manager with MFS McLean Budden for almost 10 years. His responsibilities included the management of private client and foundation portfolios. He instigated the creation of the McLean Budden Dividend Income Fund in 2006, and was a team member from its inception. In 2009, he was exposed to European family offices through business development initiatives, inspiring him to study the family office model, attending several conferences in Canada and abroad.

Academically, Bill holds a B. Comm. from Concordia University as well as a M. Sc. in Financial Economics from the University of London. He is a CFA charterholder and a member of the Global Association of Risk Professionals (GARP). In 2011, he was invited as a guest to the Lindau Meeting of Nobel Laureates in Economics on Lake Constance.

Bill volunteers his time and experience as director for a few local foundations in support of poverty alleviation and social services. He serves as administrator and president of the investment committee of La Maison du Père Foundation and he is a member of the governance committee of the Fondation de la Société des soins palliatifs à domicile du Grand Montréal.  He has also been involved as a mentor with the Kenneth Woods Portfolio Management Program at the John Molson School of Business since its inception.