Patrimonica is an independent and integrated family office, an organization created to address all the financial management needs of wealthy individuals and their families in an integrated and cohesive manner.

The Patrimonica team consists of highly qualified, experienced professionals who take pride in providing bespoke solutions, focused on individual client needs and acting solely in the client’s best interest. Their comprehensive approach provides a holistic perspective and cohesion by integrating financial, tax and estate planning with the investment management functions, all within a risk management framework, ensuring a consistent focus on the achievement of long-term goals. The practice is owned entirely by its founders, ensuring absolute objectivity and a true alignment of interests.

Patrimonica encompasses two legal entities, an accounting, financial, tax and estate planning practice and its subsidiary, Patrimonica Asset Management inc. which provides investment management services.

This approach centralizes contact and decision making in a singular point of reference.

Our supervision and governance

Patrimonica Advisory Inc. and Patrimonica Asset Management Inc. abide by a strict code of ethics and corporate governance standards, ensuring absolute discretion, security and complete transparency, which we consider essential to a sound wealth management practice.

Our Role

Our role is to provide an investment management suite that is faithful to Patrimonica’s core values of independence, integrity, transparency, and absolute objectivity.
With a true “open architecture”, which provides us with both the flexibility and the capability to meet the diverse, often complex, needs of our clients with bespoke solutions.
Our approach is focused on portfolio design, risk management, and the selection, retention, and monitoring of talented third-party portfolio managers meeting strict qualitative and quantitative criteria.
Patrimonica Asset Management Inc., a member of the Portfolio Management Association of Canada (PMAC), is duly registered with the Autorité des marchés financiers in Quebec (AMF) and the Ontario Securities Commission (OSC).

Patrimonica works to preserve, and to continue to build your wealth by providing personalized investment solutions. We do so by following our belief that a thoughtful, disciplined, and diversified asset allocation and the employment of carefully selected, superior active portfolio managers are the keys to long-term success.

We provide our services to a limited number of clients to ensure the highest standards of care and attention from our responsive, client-focused, and detail-oriented team of experienced and dedicated professionals.
We offer our clients a unique relationship perfectly aligned with their best interests, where independence establishes a new standard for comprehensiveness and objectivity.

Our Mission

Our Values

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Independence

Shareholders and employees are prohibited from entering into any affiliation with any firm in the financial services sector or third-party service provider.

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Objectivity

We act in your best interest. Our compensation consists exclusively of fees paid by our clients. This ensures that recommendations of service providers, investment managers and financial products are founded strictly on the satisfaction of your needs, with an emphasis on value.

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Transparency

We inform you of all the actions we undertake in the management of your financial affairs. We subscribe to a methodology and management systems that allow clear and timely data and analysis of your financial situation.

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Holistic approach

The family office centralizes the decision making and monitoring of activities with regards to all aspects of your personal financial situation and of any related entities. This approach results in cohesive and coordinated strategies.

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Continuity

A long-term focus is vital within the framework of the family office to ensure sustained financial health. This is why the relationships we develop with families usually include two or more generations.

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Confidentiality

Our personnel abide by a confidentiality agreement which remains valid even after their departure or retirement from the practice. Our systems and procedures are designed to safeguard your information at all times.

Why Patrimonica?

In essence, we act as your Chief Financial Officer responsible for the execution of your master plan. This approach provides several benefits such as:

> Coordinating all of the family’s financial activities

> Overseeing implementation and ensuring follow-up of the proposed strategies

> Addressing complex financial or family situations

>Ensuring that all financial, fiscal and legal commitments are satisfied

> Providing access to a vast network of professionals or working with the professionals of your choice

> Providing comprehensive and timely reporting

> Ensuring continued management of your wealth in case of your incapacity or death

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You will call upon us if you wish to develop a global perspective of your financial situation, address all risks related to your well being and establish a master plan to protect and grow your wealth to fulfill your long-term goals.

You obtain peace of mind knowing that your financial situation is handled by impartial and experienced professionals acting in your sole best interest, fulfilling their role with discretion and independently of other professionals involved in your matters.

How are we different?

First and foremost, we believe that trust and integrity are the foundations of all successful family offices. Patrimonica was founded as a family office in its purest and strictest form.
Independence is key. Patrimonica is not affiliated with any financial institution, money management firm or other service provider, the firm does not accept any form of compensation, commission or revenue sharing arrangement with any third-party provider. The firm’s revenues are derived exclusively from the fees paid by our clients for our services.
This fierce independence ensures objectivity and eliminates any potential conflicts of interest.

OUR MANAGEMENT TEAM

Diane Henry

CPA, CA. M.Sc, C.Adm., F.P.

President

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.

Alain Bouchard

Alain Bouchard is a natural-born entrepreneur, he has over 45 years of experience in the retail industry and started his operations in 1980 with the launch of his first convenience store in Québec.

He is the founder of the companies from which Alimentation Couche-Tard originated, a company whose shares have been listed on the Toronto Stock Exchange since 1986 under the tickers ATD.A and ATD.B.

Over the years he took part, along with his closest collaborators and all staff members, in Couche-Tard’s growth. The network comprises today more than 15,200 stores, located in 25 countries. Approximately 125,000 people are employed throughout its network. In September2014, he took on a new role as Founder and Executive Chairman of the Corporation as he stepped down as President and Chief Executive Officer. Mr. Bouchard has been a board member of CGI Group Inc. since 2013 and he also was a member of the board of directors of Québecor Inc. from 1997 to May 2009.

Alain Bouchard has received many personal awards that recognize his business excellence and his outstanding professional achievements throughout his career. The most recent ones being in 2017, when he was awarded an honorary doctorate in Consumer Sciences from the Université Laval in Québec City, he was also inducted to the Canadian Business Hall of Fame and he received the 2017 International Horatio Alger Award bestowed to individuals who have persevered through challenges to become successful entrepreneurs and community leaders. Mr. Bouchard has also received other distinguished awards in 2014 such as theGrand bâtisseur de l’économie du Québecfrom the Institute for governance, the T. Patrick Boyle Founder’s award from the Fraser Institute and Officer of theOrdre national du Québec.

Mr.Bouchard has been involved ina great number of philanthropic activities for many years. In 2012, he and his wife created the Sandra and Alain Bouchard Foundation which supports various causes associated with people living with intellectual disabilities as well as artistic and cultural projects. In 2015, they received the Exceptional philanthropist of the year award from the Association of Fundraising Professionals –Québec Chapter.

OUR DIRECTORS

Diane Henry

CPA, CA. M.Sc, C.Adm., F.P.

President

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.

Carl Wiseman

CFA

Co-Chief Investment Officer

Carl’s focus will be on portfolio management and client servicing, where he brings his more than two decades of experience as an investment consultant. As a member of our investment team, Carl will also be collaborating with Dimitri Douaire on 3rd party manager research and monitoring activities. They will be splitting manager coverage between alternative and traditional management, with Carl assuming responsibility for the latter. Further, Carl will contribute to the portfolio construction and management activities, working with Bill Healy, Chief Investment Officer.

Most recently, Carl was a Senior Investment Consultant and 21-year veteran of Willis Towers Watson where his responsibilities included the counselling of pension plans on matters of asset allocation and manager selection. Academically, Carl has earned a Bachelor of Administration from Laval University and he is a CFA charterholder.

Roger Charest

CPA, CA

Director, Advisory Services

Roger Charest joined Patrimonica Advisory Inc. in March 2017. In his role as Director, Advisory Services, he enhances and complements the expertise and knowledge of the team.

He had previously developed a broad range of skills working for nearly 20 years as an auditor in accounting, in corporate and personal taxation, and in consulting services at one of Canada’s largest firms. Furthermore, he has extensive experience with non-profit organizations, income trusts, public and parapublic organizations.

He also has experience as Vice President, Finance and Administration working with a retail and real estate industry sector leading group. He has acted as the owners’ principal advisor and performed most effectively a variety of tasks, including: due diligence and private corporate acquisitions; company financing and refinancing; staff structure assessment; cost structure analysis and revision; legal and tax structure analysis and revision for the owner and the group of companies.

Diligent, he devotes himself fully to what he does. Listening to the clients’ needs, he provides a fully comprehensive service offering.

Roger Charest is a member of the Ordre des comptables professionnels agréés du Québec and has obtained a bachelor’s degree in Commerce with a specialization in Accounting Sciences from the Université du Québec à Trois-Rivières.

Dimitri Douaire

M.Sc. Finance, CFA

Co-Chief Investment Officer

Dimitri possesses in excess of twenty years of experience in the analysis of investment strategies and due diligence specializing in hedge funds and private markets strategies.

Before joining Patrimonica in 2018, Dimitri was Director – Risk Diligence at Castle Hall where he contributed to the development of the firm’s investment risk diligence platform, itself derived from Castle Hall’s award winning operational due diligence platform.

Prior to that, Dimitri was Director – External Public Investments at OPTrust, one of Canada’s 10 largest defined benefit public pension funds where he implemented a hedge fund investment strategy with in excess of C$1 billion in capital in addition to supervising the daily operations of the trust’s broader external public investments group, itself representing in excess of C$10 billion. Dimitri holds and M.Sc. Finance from the Université de Sherbrooke and is also a CFA Charterholder. Besides Montréal, Dimitri has worked in Chicago, London and Toronto.

Geneviève Dubé

B.A., LL.B

Vice President, Legal Affairs, Chief Compliance Officer

Geneviève Dubé is a lawyer and a member of the Quebec Bar since 1992. She has over 20 years of experience in securities, life and health insurance, financial services and compliance.

She joined Patrimonica Asset Management as Vice President, Legal Affairs and Chief Compliance Officer. She is responsible for all legal aspects and the legal and regulatory compliance of the firm.

Prior to joining the firm, she was Vice President, Legal Affairs and Chief Compliance Officer at AlphaFixe Capital Inc., a fixed income portfolio manager. She has also held the following positions: Chief Compliance Officer of AXA Canada and its subsidiaries and Intact Financial Corporation, Senior Legal Counsel for the management firm Letko, Brosseau and Associates, Assistant Vice President and General Counsel at TAL Global Management. assets inc.,

In her previous role, she has gained expertise in the development of compliance policies and the development and implementation of a responsible ESG compliance and management program.

She holds a Bachelor of Arts (Political Science) and Law from Laval University.

Peggy Katsabanis


Vice-President, Operations

Peggy joined Patrimonica in 2013 bringing a decade of similar experience with Bush & Associates and RBC PH&N Investment Counsel. She holds a Bachelor of Commerce degree from McGill University, with distinction. Peggy ensures that our investment operations run flawlessly, and also supports the analytics, monitoring, and portfolio implementation functions for the Family Office.

Jeremie Poirier-Pratte


Assistant Vice-President,
Investment & Operations

Jérémie joined the Patrimonica Asset Management team in January 2018 as an Analyst. His previous roles, notably as Head of Operations at the Investor Services and Treasury Department, allowed him to acquire knowledge enabling him to optimize the various internal portfolio management processes. It is thanks to his experience in the banking industry that he is now supporting the investment team. He ensures, among other things, the proper administrative functioning of the portfolios. Jérémie has contributed to the improvement of various operational processes, such as those dedicated to investment funds, while ensuring their periodic monitoring and evaluation.

His thoroughness, professionalism and dedication are highly appreciated by clients and colleagues.
Jeremy holds a Bachelor of Commerce, Finance major from the John Molson School of Business and has successfully completed the three exams for eligibility as a CFA candidate.

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.

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