Isabelle Helene Wehrli
Compliance Officer at Dorchester Wealth Management Co.
Isabelle Helene Wehrli active positions
| Companies | Position | Start | End |
|---|---|---|---|
Dorchester Wealth Management Co.
 Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Analyst-Equity | - | - |
| Compliance Officer | 2015-03-31 | - | |
| Portfolio Manager-Equities | - | - |
Career history of Isabelle Helene Wehrli
Former positions of Isabelle Helene Wehrli
| Companies | Position | Start | End |
|---|---|---|---|
Panalpina, Inc.
 Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Comptroller/Controller/Auditor | - | - |
Training of Isabelle Helene Wehrli
| Concordia University | Masters Business Admin |
Statistics
International
| Canada | 3 |
| United States | 2 |
Operational
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
| Transportation | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas. | Finance |
Panalpina, Inc.
Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Transportation |
