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.