Canopee Patrimoine
Wealth management and financial planning for individuals and business owners in Lyon
Highlights
- New on EvolcAdded 2026-11-13
About Canopee Patrimoine
Canopée Patrimoine provides private wealth management and financial planning, covering investments, tax planning, retirement, protection and succession. It develops tailored strategies and supports clients with implementation and ongoing investment follow-up.
Its clients include individuals, families, entrepreneurs and business owners. Services also cover company treasury, executive retirement, employee savings and individual or collective protection; product solutions are offered through selected partners.
Founded in 2017, the firm is based in Lyon, France.
Product: Private wealth management, financial planning and investment advisory services for individuals and businesses.
Jobs at Canopee Patrimoine
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.