Robert Bard Email & Phone Number
President, Wealth Management, Montreal Operations @ Cardinal Point Capital Management, ULC
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Robert Bard Location
- Montreal, QC, CA
Robert Bard Work
- 2025 -now President, Wealth Management, Montreal Operations @
- 2009 -2025 President @
- 1995 -2009 Managing Director @ Magna Vista Investment Management
- 1992 -1995 Private Wealth Management @
Robert Bard Education
- Western University 1989-1992
- CFA Institute
CFA - Chartered Financial Analyst
- Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute
- Canadian Securities Institute
CIM - Certified Investment Manager
- Canadian Securities Institute
CIM - Chartered Investment Manager
Robert Bard Skills
- Microsoft Excel
- Marketing
- Financial Services
- Portfolio Management
- Leadership
- Investments
Robert Bard Summary
- Robert Bard, based in Montreal, QC, CA, is currently a President, Wealth Management, Montreal Operations at Cardinal Point Wealth Management, ULC. Robert Bard brings experience from previous roles at Dorchester Wealth Management, Magna Vista Investment Management and RBC Dominion Securities. Robert Bard holds a 1989 - 1992 Western University. With a robust skill set that includes Microsoft Excel, Marketing, Financial Services, Portfolio Management, Leadership and more. Robert Bard has 2 emails on RocketReach.
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