Company Summary

Dorchester is dedicated to helping clients achieve their long-term financial goals through an unbiased and highly personalized approach to professional investment management.

We invite you to explore our website to learn more about our firm and our commitment to building long term relationships based on integrity, performance, and personal attention.

Source: Dorchester Wealth Management

Unique Value Proposition

At Dorchester our investment philosophy is based on:

Diversification – We believe in a broad degree of diversification and do not believe in placing big bets on any particular outcome. No matter how attractive the prospects are for a given company, a given industry, or a given country, it is difficult to know for sure to what extent the positive outlook is already reflected in current prices. Unforeseen negative surprises can and do occur. A diversified approach allows for more consistent, predictable long term results.

Value – Our discipline, patience and research efforts allows us to maintain a strong understanding of the companies that we own all the while keeping our focus on undervalued securities.

Quality – The vast majority of our portfolios are comprised of mid to large capitalization, high quality securities. This is true in the equity component and also on the fixed-income side where we do not believe in lowering our quality standards in order to reach for some additional yield. We will, from time to time, take a smaller position in unique opportunities that present themselves that are more junior or speculative in nature where the risk/reward ratio appears especially attractive.

Source: Dorchester Wealth Management

AUM ($Bil)

1

Year Founded

1928

Key Personnel

Robert Bard, President
Isabelle H. Wehrli, Partner
Eric Gibouleau, Partner
A. Bruce Gill, Partner
David V. Sheridan, Partner
Robert J. Craig, Portfolio Manager
Lizabeth Flores, Portfolio Manager
W. Michael Fulton, Portfolio Manager
Brian T. Howard, Partner
Jeff MacDonald, Associate Portfolio Manager
Stan J. MacLellan, Portfolio Manager
Michael H. Slivka, Portfolio Manager

Address

MONTREAL OFFICE
1100 Rene Levesque Blvd. West, Suite 650
Montreal, QC H3B 4N4

TORONTO OFFICE
25 King Street West, Suite 1101
P.O. Box 151
Commerce Court Postal Station
Toronto, ON M5L 1E7

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