Access a range of dedicated services
Wealth management that meets your specific international wealth requirements (Europe - Canada)
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A wide and diversified range of investment funds deposited and managed with a trusted partner in Canada
- Monitoring of the performance of your assets deposited with a Canadian manager
- A risk analysis of your assets with a Canadian manager
- Consolidated reporting of all your assets in the Degroof Petercam environment, both in Europe and in Canada
Expertise that takes into account international legal and tax aspects (Europe - Canada)
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A European team of multilingual and multidisciplinary experts (tax specialists and estate planners) to assist you in your projects (mobility, estate structures, international planning in a cross-border context)
- A tailor-made support in terms of reflection and follow-up as well as in setting up an organisation in Europe or Canada in the long term
- A partnership with external experts in Europe and Canada who help you with your tax obligations
An international credit offer (Europe)
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Financing of your Canadian projects by Lombard credit in CAD or EUR
The know-how of a family office (Canada)
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A partnership between Degroof Petercam and BDG & Associés: 10 experts in Montreal
- Monitoring and control of your unlisted Canadian investments: valuation, consolidation, due diligence, legal and accounting life of your companies, etc.
- A network of reliable professional partners in Canada: lawyers, notaries, accountants, etc.
- Support for family mobility
- An efficient partnership with your family office