Patrimonia wealth is a holistic wealth management group, specializing in both domestic and cross border clients. We help people gain control of their financial lives through careful planning, addressing all stages of your life. Our multi-disciplinary team provides you with a one stop shop for your financial well being. We believe that we are here to help people. Our practice is one of total wealth management. We provide investment management services established through a financial plan, addressing all elements contained therein: estate, tax, wealth transfer, insurance (including LTC). Our process starts with building the financial plan, the roadmap for client’s financial success (from the client’s perspective). The financial plan allows our team to establish the products and services that our clients require, establishes the return requirements on their investable assets, and a road map against which we can evaluate progress throughout our client’s experience and lifetime. We are the most important Cross-Border team spanning Eastern Ontario to the maritime provinces, at the largest independent financial services firm in Canada. We hold all required licences to operate in Canada and the US, as well as a number of countries worldwide.