Welcome to the family!

 

The Patry Group is celebrating 30 years of service (1994-2024)

This is a major milestone in the history of the Patry Group. Every entrepreneur has a story. Ours began in 1994. Chantal and I shared the same management values, complementary strengths and, above all, the same vision of building a business model that would be community-based, caring, proactive and where we would love to work. Over the years, it’s become both a success story and a family story. Now here we are, 30 years later, still as passionate, with a wealth of experience, maturity and a solution that has proven its worth over the years. We have laid out our course boldly and with perseverance. There will be new opportunities and challenges in the coming decades, and we look forward to meeting them with you. We will continue to work with determination to elevate the quality of our service in order to support you in achieving your goals and financial success. Thank you for those incredible years!

- Dominique Patry

 

An integrated wealth management team.

The Patry Group is a wealth management team that strives to provide you with the service you are entitled to expect. We believe that each and every one of you deserves attentive, consistent, outstanding service that meets your individual needs. Over the years, we have set up an integrated team to provide you with the best advice in order to develop and implement an action plan to make sure you and your family can enjoy the life you’ve built without any worries. Whether it’s building your wealth, investing for income or preserving your capital, we’ll help you draw up a personalized plan that reflects your specific goals. You’ll have access to our full range of ideas and resources, including the BMO Financial Group’s team of experts. It’s that very dependability, vision, and thought leadership that have built our reputation for 30 years.

 

A family story.

The Patry Group is all about family. Loyal in life as in business, Chantal and Dominique have become major players at BMO Private Wealth over the years and added value for their clients. A few years ago, the team expanded when Charles and Philippe came on board. With four members from the same family, the Patry Group is well represented! A strong family succession to ensure the stability and sustainability of the management values we believe in: punctuality, availability, respect and integrity. We are forward-looking even after 30 years. When you are surrounded by people who share a passionate commitment to a common goal, anything is possible!

 

BMO Private Wealth. Stronger together.

BMO Nesbitt Burns and BMO Private Banking have now joined forces to become BMO Private Wealth. The professionals of one of North America’s largest full-service securities firms and Canada’s best private bank now comprise a dream team to help customers grow, protect, and transfer their wealth.

Located in the heart of the business district, BMO reflects the vibrancy that surrounds it. Founded more than 200 years ago in Montreal, it is Canada’s oldest chartered bank. As the eighth largest bank in North America, BMO remains faithful to its local character. Making a difference in the lives of our clients, in business and in the community, remains its core mission and purpose.

 

                                           

" The Patry Group takes the interests of its clients to HEART. The team has exceptional empathy. Through their attentive listening, they provide advice that is perfectly suited to clients’ needs. They provide clear explanations. I feel safe with Dominique, Chantal and their successors. I have referred many clients, from the most sophisticated to the most novice, and all have been delighted. When you take the plunge, you feel like you’re already part of the family. "

- Louiselle P. (04-2023)

 

Disciplined Approach

We believe that wealth is built with discipline and a clearly defined action plan.
 

 


 

Active communication

A business relationship is first and foremost built on trust. The key is communication. Our clients hear about us all year long.

 


 

Intergenerational

For us, good wealth management is essential at all ages, which is why we offer our services not just to our clients, but also to their children and loved ones.

 


 

 

Learn about our approach