Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Dorchester Wealth Management, Montreal, Quebec
Focus Partner since April 2015
“We are excited to partner with Focus who shares our commitment in providing client-centric and unbiased wealth management. Focus brings greater resources and expertise in certain aspects of our business, which will accelerate our growth while still allowing us to maintain our client service boutique environment and investment excellence.” – Robert Bard, President, Dorchester Wealth Management
From its founding in 1928, Dorchester is proud of its long history and is a leading independent investment counseling and wealth management firm in Canada with over C$850 million assets under management. Although its office is in Montreal, the firm provides investment counsel and wealth management services to clients across North America and overseas and is licensed with l’Autorite des marches financiers du Quebec, the Securities Commissions of Alberta, British Columbia, Manitoba, New Brunswick, Nova Scotia, Ontario, and the Securities and Exchange Commission in the United States. For more Information about Dorchester, please visit www.dorchesterwealth.com.