Our Professionals

 

Ming Chao Xu, CPA, CGA

Advisor - Family Office

Ming has earned a B.Comm. in accounting from the John Molson School of Business, Concordia University. He is also a member of the Order of the Chartered Professional Accountants of Quebec.

Ming specializes in investment accounting, financial planning and taxation for individuals. A resourceful self starter, he is recognized as a rigorous professional. His capacity to adapt and keen ability to master technological tools makes him an important member of the Patrimonica team.

 

Isaac Ouaknine, CPA, CA

Advisor - Family Office

Isaac joined the Patrimonica team in June 2016 as an Advisor. With over five years of accounting experience, he has acquired extensive knowledge in audit, corporate tax, personal tax and tax forecasting. As a proactive professional, Isaac is constantly on the lookout for changes in accounting and taxation practices. His ambition and dedication make him a valued advisor to his clients as they get the benefit of working with a well-rounded professional with knowledge and experience in the field. 

Isaac holds a Bachelor's Degree in business administration, public accountancy from Hautes Études Commerciales Montreal and is a member of the Quebec CPA Order since 2014.

 

Peggy Katsabanis

Manager, operations

Peggy joined Patrimonica Asset Management in 2013, bringing with her a decade of experience in similar positions at Bush & Associates and RBC Phillips Hager & North Investment Counsel. Before entering the investment industry, Peggy completed a Bachelor of Commerce degree from McGill University, with distinction. A proactive professional with a strong work ethic, she ensures that the operational aspects of the investment practice run flawlessly, contributing to the overall client experience. Enabled by her extensive knowledge and experience, Peggy also supports the analytics, monitoring and portfolio implementation functions of the family office.

 

Peter Buzzetti

Senior Portfolio Administrator

Peter joined the Patrimonica team in March 2015 as portfolio administrator. He brings over twenty years of experience in similar positions at AMI Partners and MFS Investment Management Canada. Amongst his responsibilities, Peter ensures the integrity of transactional data as well as general administration fund movements. His experience, professionalism and dedication ensure the efficiency of operations and contribute to our high standards of customer service.

 

Nathalie Bertrand

Office Manager

Nathalie coordinates the fulfilment of all client reporting and communications as well as supervising the documentation and administration requirements in compliance with regulatory standards.  Academically, Nathalie studied management sciences at the University of Ottawa and HEC Montréal, yet interrupted her career to further develop her multi-tasking abilities as a full-time mom. Her extensive and broad experience includes some early years in Ottawa, supporting the technology needs of the ruling party research office as well as several years as executive assistant at the leadership level of one of Canada’s largest money management firms.