Basilica Wealth Management is the operating trade name for Basilica Partners Inc., an independent, employee-owned portfolio management firm. Founded to provide a client-centric alternative to traditional financial institutions, the company specializes in discretionary portfolio management for affluent individuals, families, foundations, and trusts. Their mission is to preserve and grow client capital through disciplined, long-term investment strategies. Basilica Partners Inc. is a registered Portfolio Manager in the Canadian provinces of British Columbia, Alberta, and Ontario, with the British Columbia Securities Commission (BCSC) serving as its principal regulator.

Founded in

United States