Dorchester Wealth Management has merged with Cardinal Point Capital Management, enhancing their service capabilities in the Canadian wealth management market.

Target Information

Focus Financial Partners Inc. has announced that Dorchester Wealth Management, a long-established firm based in Montreal, Quebec, has joined forces with Toronto’s Cardinal Point Capital Management ULC in a transaction finalized on March 1, 2025. Dorchester, one of Canada’s first independent wealth management firms, is celebrated for its quality investment advice and has served high-net-worth clients for nearly a century. In 2015, it became the first Canadian partner of Focus, facilitating the exchange of best practices across North America.

Founded in 2009, Cardinal Point specializes in cross-border wealth management, offering comprehensive solutions that include investment management, estate, tax, and financial planning services. The firm caters to high-net-worth individuals and business clients in both the United States and Canada.

Industry Overview in Canada

The Canadian wealth management sector is continually evolving, showcasing a growing demand for personalized services that cater to the diverse needs of clients. The integration of technology and the push for greater transparency in financial