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)
0.9
Year Founded
1979
Key Personnel
Bill Wolfenden, Senior Vice President
Bob Gauthier, Vice President
Lloyd Goldstein, MBA, Senior Vice President, Portfolio Manager
Address
56 Sparks St. Suite 700
Ottawa, Ontario
K1P 5A9