Dorchester Wealth Management: Best Investment Management Team Canada 2020

Since its inception, Dorchester Wealth Management has followed the sound strategy of investing in high quality companies with attractive valuations. The firm has established a rewarding corporate culture that simplifies recruitment and results in low turnover of an engaged workforce. The team of 21 partners and professionals boasts more than 300 years of cumulative investment management experience. The depth and breadth of the firm’s expertise, and a client-driven focus, contribute to its reputation as a safe haven among investors across North America and overseas. Approximately seventy-five percent of Dorchester’s private clients trust all their investment assets to the team’s skilled management. Dorchester Wealth Management serves clients from offices in Montreal and Toronto, managing assets with a market value exceeding $1.1 billion.  A multifaceted team conducts primary research as well as quantitative and technical analysis to give clients an in-depth understanding of market risks and opportunities. Portfolio managers provide timely and professional assistance, ensuring a rapid response to any concerns. Dorchester Wealth Management was an early adopter of digitalisation standards, and is now enjoying the benefits of that pre-emptive planning. A robust remote working system has allowed the firm to protect stakeholders during the current crisis with a seamless continuation of services. Dorchester Wealth Management has capitalised on market volatility to adjust portfolios for a conservative risk profile targeting companies with strong balance sheets and solid long-term growth potential. The CFI.co judging panel understands the importance of proper planning to safeguard client assets, and presents Dorchester Wealth Management with the 2020 award for Best Investment Management Team (Canada).