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 wellbeing. We believe that we are here to help people. Our process starts with building the financial plan, the roadmap for client’s financial success (from the client’s perspective). We are the most important Cross-Border team spanning Eastern Ontario to the maritime provinces, at the largest independent financial services firm in Canada. more... See more text