Dorchester Wealth Management
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1100 Rene Levesque Blvd. West Ste 650, M...Phone Number
(514) 861-5841Website
www.dorchesterwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Dorchester Wealth Management
Dorchester Wealth Management is a leading independent financial services firm with over 90 years of experience, specializing in investment management, wealth planning, and cross-border tax and financial planning for clients in Canada and the United States. The firm adopts a tailor-made approach to portfolio management, focusing on protecting and intelligently growing clients' capital. Their dedicated team of professionals collaborates closely with clients to create customized solutions for personal wealth management. Dorchester is committed to helping clients achieve their long-term financial goals through a disciplined and research-driven investment strategy.Explore more
Dorchester Wealth Management Org Chart
BG
Portfolio Manager, Investment Counsellor & Pa...
MF
Senior Portfolio Manager
DD
Client Relationship Specialist & Operations C...
LI
Account Administrator
BH
Partner
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Dorchester Wealth Management is a leading independent financial services firm with over 90 years of experience, specializing in investment management, wealth planning, and cross-border tax and financial planning for clients in Canada and the United States. The firm adopts a tailor-made approach to portfolio management, focusing on protecting and in... Read More
