Patrimonica Asset Management Inc., a subsidiary of Montreal-based Patrimonica Inc., acts as an Outsourced Chief Investment Officer (“OCIO”) for wealthy families and individuals, foundations, and endowments. We provide a complete investment management suite and manage client assets with integrity, rigour, and objectivity. Independence, transparency, and a strong client focus allow us to ensure client interests always come first.

 

Patrimonica Asset Management Inc., a member of the Portfolio Managers Association of Canada (PMAC), is duly registered as an Investment Counsellor/Portfolio Manager with the Autorité des Marchés Financiers (AMF) in Québec, and the Ontario Securities Commission (OSC) in Ontario.


What is an Outsourced Chief Investment Officer (OCIO) ?

Investment management for wealthy individuals and their families

Investment management for endowments and foundations