The Patrimonica Foundation: Family philanthropy, simplified

The Patrimonica Foundation represents our commitment to making philanthropy more accessible and effective. This initiative allows families to focus on what matters most - their social impact - leaving the complexities of administrative details to us.

Our Purpose

Support Tailored to your Needs

Develop an intergenerational philanthropic culture by leveraging our distinctive approach.

Creation of customized endowment funds

Total discretion, with possibility of public recognition

Rigorous tracking of contributions and their impact

Institutional portfolio management by Patrimonica Asset Management Inc.

Renowned Expertise Bringing your Vision to Life

With 15 years of expertise in family wealth management, our team brings to the foundation a deep understanding of wealthy families’ needs.

The Patrimonica Foundation provides a structured framework enabling families to maximize their philanthropic impact. Its registration with the Canada Revenue Agency (CRA) allows it to receive donations from multiple sources, including individuals, corporations, and private foundations, and to create dedicated endowment funds for each family.

An Efficient and Transparent Approach

Initial donation: 1 M$ (adaptable selon votre planification)

Annual distribution: 5% (as per CRA requirements), with the possibility for increase

Two meetings per year with families to select beneficiary organizations and provide accountability reporting

Detailed reports ensuring regular monitoring of your contributions

Structure and Governance

  • Camille Pillière, President

  • Martine Coutu, Vice-President

  • Diane Henry, Secretary

Independent Board of Directors

Consisting of at least three members, this committee assists families in identifying and assessing charitable organizations precisely matching their philanthropic objectives.

Donation Committee

Also consisting of a minimum of three members, including two independent expert members, this committee oversees the rigorous management of the Foundation’s financial assets to ensure their growth while guaranteeing their use in accordance with its mission. The independent members are:

Investment Committee

  • Richard Guay, Ph.D, CFA, FRM

  • Michel Lemieux, M.Sc., CFA, ASC

“The foundation embodies our deep conviction that philanthropy should be accessible and effective.”

— Camille Pillière, President, Patrimonica Foundation

A Meaningful Philanthropic Commitment

The Patrimonica Foundation leverages its expertise to bring your vision to life by ensuring rigorous and transparent management of your assets, while directing your donations to registered charities.

Optimize the impact of every donation

Facilitate the transmission of philanthropic values

Simplify your philanthropic approach

The Patrimonica Foundation can assist you in achieving your philanthropic goals.

Contact our team to learn more.