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About

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.

Dorchester Wealth Management

Independent Investment Counsel

Dorchester Wealth Management has operated as an independent investment counsel since its founding in 1928. In 2015, we joined Focus Financial Partners, a leading partnership of international independent wealth management firms. Our firm does not act as a broker or custodian.

This independence enables us to take an unbiased approach to investment opportunities so that all portfolios are professionally managed according to the objectives of our clients.

 

Registered Portfolio Managers

Providing investment counsel to clients across North America and overseas

With offices in Montreal and Toronto, we provide investment counsel to clients across North America and overseas.

Dorchester is registered as Portfolio Managers with l’Autorité des marchés financiers du Québec and the Securities Commissions of Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, and Ontario. We are also registered with the Securities and Exchange Commission in the United States (as Registered Investment Adviser – RIA, non-resident).

Dorchester Wealth Management is also a member firm of the Portfolio Management Association of Canada.

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The Dorchester Team

The market value of assets currently under management is above $1.3 billion CAD. Our partners and professionals have multifaceted roles within the firm on both the investment side and in client service, allowing for more knowledgeable and robust access to information for our clients.

These partners and professionals are involved in all primary investment research, quantitative and technical analysis, and the screening of sell-side research while ensuring all client needs are addressed in a timely and professional fashion.

Together, we are a progressive team of 10 investment professionals with more than

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years of cumulative investment management experience.

Together, we are a progressive team of 10 investment professionals with more than

0

years of cumulative investment management experience.

Investment Professionals

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Robert Bard, CFA

President

Robert Bard joined Dorchester as a Partner in 2009 and subsequently became Managing Partner and then President of the firm. In that role, Robert oversees all aspects of the firm including security analysis and portfolio management and setting the firm’s culture. Robert serves as the firm’s Ultimate Designated Person, a regulatory designation. A key part of Robert’s role remains being active with clients on a direct basis. Prior to Dorchester, Robert earned a BA in Administrative and Commercial Studies from the University of Western Ontario in 1992. Robert began his investment career at RBC Dominion Securities working in its private wealth management division for three years. Following that, Robert joined Magna Vista Capital Management, a predominantly high net worth investment manager, playing a key role in security analysis, portfolio management, and working with clients. As a Partner of the firm prior to its sale to AGF Management in 2000 and a key member of the investment team following, Robert became the Managing Director in 2005. Robert is a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), and also holds the Chartered Financial Analyst (CFA) designation. Robert serves and has served as a senior executive and on the board of a number of non-profit organizations. Robert is a member of YPO (Young President’s Organization) and YPO Gold and has served as the Quebec Chapter’s Assistant Learning Officer, Learning Officer, and Chapter Chairman.

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Isabelle H. Wehrli, MBA

Partner & Chief Compliance Officer

Isabelle Wehrli joined Lank, Roberton, Macaulay in 1985 after graduating with an MBA from Concordia University. That firm merged with Hodson Roberton Laing to form Dorchester and Isabelle became a Partner of the combined entity in 1992. Since then, she has been involved in all key aspects of the firm including research, portfolio management, and client relationships. As a Portfolio Manager and the firm’s Chief Compliance Officer, Isabelle’s current focus is on delivering excellence in portfolio management to all our clients and ensuring Dorchester meets all regulatory compliance standards.

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Eric Gibouleau, CFA

Partner & Portfolio Manager

Eric Gibouleau joined Dorchester as a Portfolio Manager in 2009 and subsequently became a Partner in 2015. Eric plays a key part in the investment research effort as well as manages a number of important client relationships. Prior to Dorchester, Eric began his career as an equity and options trader at National Bank Financial. Eric later joined Magna Vista Investment Management in 2002 shifting through the years from an analytical role to a Portfolio Manager being a key part of the investment process. Eric holds the Chartered Financial Analyst (CFA) designation and earned a B.Comm in Finance from McGill University in 2001.

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A. Bruce Gill, MBA

Partner & Portfolio Manager

Bruce Gill joined Hodgson, Roberton, Laing & Co., the predecessor company to Dorchester, in 1972, after completing a BA from McGill University and a MBA from The University of Western Ontario. At the outset, Bruce began writing the firm’s quarterly economic and market comments, then became a Portfolio Manager and, in 1976, a Partner of the firm. Bruce has continued in all three of these roles as well as a key driver of the firm’s technical market research. Bruce is a member of the CFA Society and has assumed a leadership position in a number of educational, religious, and athletic organizations. Bruce has been a soccer referee for the past three decades.

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Jeff MacDonald, CIM

Portfolio Manager

Jeff MacDonald joined Dorchester in 2009 and is currently a Portfolio Manager. Jeff works closely with many of the individuals and families we serve to ensure their portfolios are managed per their investment objectives and plays a key role with our clients’ other professionals to ensure all client needs are met. Prior to Dorchester, Jeff began his career at the equity trading desk of BMO Nesbitt Burns in Vancouver in 1994. In 1998, Jeff joined Magna Vista Capital Management working in operations and trading before transitioning into the role of Associate Portfolio Manager. Jeff holds the Chartered Investment Manager (CIM) designation and graduated with a BA in History from Bishop’s University in 1994.

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Lizabeth Flores

Portfolio Manager

Liz joined Dorchester in September 2018 as a Portfolio Manager. Having earned a Certificate in Management (Accounting, Economics, and Finance) from McGill University, she began her career as a foreign exchange/precious metals trader at Swiss Bank Corporation Canada (now known as UBS Canada). She later joined Darier Hentsch (which became Lombard Odier Darier Hentsch Private Swiss Bank). After spending 25 years in Swiss private banking, Liz also gained experience at other firms such as Pfiffner Management Private Swiss Investment Counsellor, C.F.G. Heward Investment Management Ltd., and Fin-XO Securities Inc. where she served as Vice-President, Portfolio Manager and provided portfolio management and investment counsel to high net-worth private clients. Her most recent work experience prior to joining Dorchester was with National Bank Financial with its Private Wealth Management division. Over her tenure with each firm (totaling over 35 years), she has been involved in discretionary portfolio management, security analysis, and managing key client relationships.

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David V. Sheridan

Portfolio Manager

David graduated from Concordia University with a degree in Economics before joining Jones Heward & Co. in 1979. At Jones Heward Investment Management Ltd., David provided investment advice to private clients and covered Canadian oil and gas investments as a portfolio manager and member of the Investment Policy Committee. Joining Dorchester in 2001, David is involved in security analysis, investment strategy, and provides discretionary investment management to corporate clients, foundations, and individual investors.  Having been a Partner of the firm for many years, David retains an important role in relationship management as well as security analysis. 

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Robert J. Craig, CPA, CA

Portfolio Manager

Robert Craig earned his CA designation at Peat Marwick & Co. (now KPMG) in 1967 before joining the Montreal firm, Investment Secretariat Ltd. as a portfolio manager responsible for the mutual fund Dominion Equity Investments. In 1979, Investment Secretariat was absorbed by Hodgson, Roberton, Laing & Co. the predecessor company to Dorchester. After 30 years as a Partner, Robert resigned from the Dorchester Partnership on December 31, 2011. He remains a Portfolio Manager concentrating on U.S. large cap equity research.

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Brian T. Howard

Portfolio Manager

Brian graduated from Loyola College in Montreal with degrees in the Liberal Arts and Commerce. After managing institutional and private client portfolios at National Trust, Calvin Bullock and the Bermuda based Bank of NT Butterfield, Brian joined Dorchester in 1987. Having been a Partner of the firm for many years, Brian continues to play a role with many of his long-standing relationships and act as a valuable sounding board when discussing current and potential investments.

Administrative Team

The Investment Professionals and Dorchester clients are supported by a team dedicated to all aspects of compliance, client servicing, and portfolio administration.

Elvira Notz

Senior Accounting Administrator

Vanessa Puente

Portfolio Administrator & Compliance

Isabella Leon

Portfolio Administrator

Chantal Cassar

Portfolio Administrator

Charmaine Smith

Portfolio Administrator

Tracey Bishop

Portfolio Administrator

Seany Peykarnegar

Receptionist

Our Clients

Managing discretionary investment portfolios for private clients and institutional investors

Our portfolio managers work diligently with clients to ensure all receive the personal attention they deserve.

Some of our clients have been with us through two or three family generations. Many have come to us as referrals from existing clients or professional relationships we have developed with accountants, lawyers, and financial planners. We believe our record of client retention and successful referrals is directly attributable to the consistent performance and exceptional personal service provided by our team of investment professionals.

Some of our clients are extremely sophisticated and interested in capital markets and macroeconomic factors, but are simply too busy with family and career to devote the time and resources required to properly manage all their own financial assets.

What all our clients recognize is that independent investment counsel is vital to achieving optimal investment results over the long-term.

Individuals

Retirement Plans

Estates

Trusts

Corporate Accounts

Endowment Funds

Foundations

Our Clients

Managing discretionary investment portfolios for private clients and institutional investors

Our portfolio managers work diligently with clients to ensure all receive the personal attention they deserve.

Some of our clients have been with us through two or three family generations. Many have come to us as referrals from existing clients or professional relationships we have developed with accountants, lawyers, and financial planners. We believe our record of client retention and successful referrals is directly attributable to the consistent performance and exceptional personal service provided by our team of investment professionals.

Some of our clients are extremely sophisticated and interested in capital markets and macroeconomic factors, but are simply too busy with family and career to devote the time and resources required to properly manage all their own financial assets.

What all our clients recognize is that independent investment counsel is vital to achieving optimal investment results over the long-term.

Individuals

Retirement Plans

Estates

Trusts

Corporate Accounts

Endowment Funds

Foundations

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