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Dorchester Wealth Management

Address

1100 Rene-Levesque Boulevard West
Suite 650
Montreal, Quebec H3B 4N4
(514) 861 - 5841

www.dorchesterwealth.com

Principal Contacts

Robert Bard
President
Tel: (514) 861 - 5841 ext 224
robert.bard@dorchesterwealth.com

Isabelle Wehrli
Partner/CCO
Tel: (514) 861 - 5841 ext 230
isabelle.wehrli@dorchesterwealth.com

Client Minimums

Private: $1,000,000
Institutional: $1,000,000

Types of Accounts Managed

Private Individual / Investor
Institutional Investor - Pension Plan
Institutional Investor - Non-Profit

Provinces of Business

Alberta
British Columbia
Manitoba
New Brunswick
Nova Scotia
Ontario*
Quebec*
United States
International - Non-North American

* indicates a physical location in this province

History

With a history dating back over 90 years, we are one of Canada’s long established investment counselling firms. Over that time, we have cemented our reputation for providing high quality investment counsel designed to protect the capital of our clients and grow it intelligently while remaining true to a disciplined, time tested investment philosophy.

Our Firm

Dorchester Wealth Management Company with offices in Montreal and Toronto, provides a client centric environment supported by an experienced team of portfolio managers and investment professionals with over 300 years of cumulative investment management experience. Our dedicated team of investment professionals possess the knowledge, integrity, and expertise to bring both progressive ideas and sound judgment to financial analysis and portfolio management. The strength of any investment counselling firm is its people and this remains our focus and competitive advantage.

Our Philosophy

Our focus and discipline has always been to build a portfolio of high quality companies with the goal to assume less risk than the market in general and to avoid single stock risk by not taking large bets on any one company or sector. Through our research, our focus is on companies with strong balance sheets, a track record of growing earnings and the ability to pay stable and increasing dividends. A company’s ability to generate free cash flow is extremely important as is a management team whose interests are aligned with shareholders. By remaining disciplined in our approach, we stay clear of the newest and passing fads as our goal is to be partners in the businesses we own and not speculators.

Dorchester, a trusted partner for your financial affairs.

For more information, please feel free to visit our website: www.dorchesterwealth.com

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