Dorchester Wealth Management Overview

  • Founded
  • 1928
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 14
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Dorchester Wealth Management General Information

Description

Provider of investment advice. The company manages portfolios of marketable securities with the objective of protecting and increasing capital for clients. The company also helps clients achieve long-term financial goals through a personalized approach.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 1100 Rene Levesque Boulevard West
  • Suite 650
  • Montreal, Quebec H3B 4N4
  • Canada
+1 (514) 000-0000
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Dorchester Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Dorchester Wealth Management Executive Team (6)

Name Title Board Seat Contact Info
A.Bruce Gill Partner
Brian Howard Partner
David Sheridan Partner
Isabelle Wehrli Partner
Robert Bard President
You’re viewing 5 of 6 executive team members. Get the full list »

Dorchester Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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