Nova Patrimoine builds and follows-up on the discretionary portfolios of its clients, according to their specific investment and risk profile. We offer advisory asset management services based on this same principle.

We are also proud to offer Tax and Successions Planning services. When you’re looking at options for business succession, it’s important to consider the tax consequences. Our advisory team is here to help you through the process to ensure that what you’re doing makes business sense. We also provide excellent Lifestyle Management services that help free up your time so you can concentrate on your business, or simply enjoy more leisure time.