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Dedicated to helping clients achieve their long-term financial goals

Why us?

We manage the complexities of wealth, so you don’t have to

With offices in Montreal and Toronto, we provide investment counsel to clients across North America and overseas through an unbiased and highly personalized approach to professional investment management. We are committed to building long term relationships based on integrity, performance, and personal attention.

What we believe

You are at the center
of our process

With a history dating back more than 90 years, we are one of Canada’s original independent investment counselling firms. With a tailor-made approach to portfolio management, our focus is to protect our clients’ capital and grow it intelligently.

DEDICATED PROFESSIONALS

Disciplined, time-tested investment approach, with a focus on fundamental research

Our team works closely with clients to design customized solutions for personal wealth management in an increasingly complex world.

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Exciting Milestone:
$2 Billion in Assets Under Management

Dorchester Wealth Management is thrilled to announce that we have reached a significant milestone of $2 billion Canadian in assets under management!

This achievement is a testament to the trust and confidence clients have placed in our team and the disciplined strategies we employ to protect and grow their wealth.

We extend our heartfelt gratitude to all our stakeholders; clients, employees, partners; for their unwavering support.

As we celebrate this accomplishment, we remain deeply committed to providing the highest level of personalized service, prudent risk management, and thoughtful investment strategies that form the key to our success.

Thank you for being part of our journey. We look forward to the road ahead and achieving even greater success together.