1854 Patrimoine

Founded in 2017, 1854 Patrimoine is a wealth management firm dedicated to assisting individuals and professionals in building, enhancing, and transferring their assets. The company operates with a client-centric approach, offering personalized strategies across various domains including life insurance, real estate, retirement planning, provident funds, and financial investments. As a regulated entity, it holds statuses such as Financial Investment Advisor (CIF), insurance broker, and real estate agent, allowing it to provide a holistic and integrated service for its clients' financial goals.