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Patrimonica Asset Management Inc.

Address

1130 Sherbrooke Street West
Suite 200
Montreal, Quebec H3A 2M9
(514) 954 - 8887
info@patrimonica.com
www.patrimonica.com

Principal Contacts

Bill Healy
President, Chief Investment Officer
Tel: (514) 954 - 8887 ext 233
bhealy@patrimonica.com

Client Minimums

Private: $5,000,000
Institutional: $10,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Non-Profit

Provinces of Business

  • Ontario
  • Quebec*

* indicates a physical location in this province

First and Foremost, Patrimonica Asset Management defines itself as an outsourced Chief Investment Officer, a truly innovative open architecture investment platform, where objectivity, independence, alignment of interests and transparency are the fundamental tenets.

In essence, we ensure that portfolios intrusted to our care are coherently structured and allocated through the assignment of specific mandates to talented, capable and motivated management firms selected for their relevance and quality based on our proprietary research and clearly defined qualitative and quantitative criteria.

Our unique business model offers both the flexibility and the capability to meet the diverse, and often complex, needs of individuals, families, endowments and foundations.