We provide ongoing advisory services such as strategic planning, preparation of business plans and financial projections as well as project feasibility analysis.We have extensive experience in the negotiation of commercial agreements, real estate transactions and corporate turnarounds. Over the years Cafa has closed over one hundred and fifty merger and acquisition mandates and has negotiated well over 3 billion dollars of financing for its clients.
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.
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
La mission de notre centre d’affaires est de contribuer à la création et au développement d’entreprises solides à Montréal grâce au financement, aux services de conseil et au financement indirect. Le Square BDC est situé au rez-de-chaussée. Véritable vitrine pour l’écosystème entrepreneurial canadien, le Square BDC est un espace multifonctionnel pouvant accueillir jusqu’à 250 personnes. Il est également disponible pour des partenaires du milieu des affaires qui souhaitent tenir avec BDC des événements à l’intention des petites et moyennes entreprises.