Company Summary

Founded in 1979, Doherty & Associates Ltd. has been a trusted partner to clients and established a long tradition of quality in investment management and client service.

Doherty & Associates Ltd. offers financial solutions that are tailored to meet the unique needs of each client. We are a leading private investment management firm managing wealth by investing in high-quality equities and fixed income.

Source: Doherty & Associates Ltd.

Unique Value Proposition

At Doherty & Associates Ltd., we believe our investment approach – “Great Companies at Great Prices” – offers the greatest opportunity for long-term financial growth. Our unwavering commitment to this philosophy allows clients to take comfort in how their investments are managed.

Source: Doherty & Associates Ltd.

AUM ($Bil)


Year Founded


Key Personnel

Bill Wolfenden, Senior Vice President
Bob Gauthier, Vice President
Lloyd Goldstein, MBA, Senior Vice President, Portfolio Manager


56 Sparks St. Suite 700
Ottawa, Ontario
K1P 5A9

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