Patrimonica Asset Management functions as an Outsourced Chief Investment Officer (OCIO), using an innovative “open architecture” investment platform delivering objectivity, independence, alignment of interests, and transparency.

We ensure all client portfolios are coherently structured and optimally allocated by assigning specific mandates to talented, experienced, and motivated management firms, specialists in their mandates, based on our proprietary research and application of rigorous qualitative and quantitative criteria.

Our unique business model offers both the flexibility and the capabilities to meet the diverse, and often complex, needs of individuals and families with bespoke solutions, providing you with the following benefits:

  • The type of relationship that best meets your needs – fully discretionary or consulting/implementation
  • Access to mandate-specific specialized investment expertise
  • Emphasis on risk management and absolute returns
  • Smooth portfolio transition and implementation
  • Manager due diligence and supervision of all portfolio activities
  • Fee and terms negotiation with portfolio managers and custodians
  • Setting and continuous monitoring of risk control parameters
  • Performance measurement, analysis and presentation on a segmented as well as consolidated basis
  • Tax deferral and minimization where possible

Patrimonica Asset Management’s dedicated approach to private taxable portfolios comes with a rigour and depth typically associated with institutional management. Our unique model ensures our interests are aligned with yours. Our sole source of income is fee revenue paid by clients – we receive no compensation for recommending managers or by offering products that provide additional compensation.

Our ability to integrate all of wealth management’s financial, tax, and investment functions within a fiercely independent, objective, and client-first environment represents our greatest strength and your greatest benefit. If your wealth management needs encompass more than portfolio management, we invite you to learn about our Family Office.

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

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