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 @ Cardinal Point Capital Management, ULC
2009 - 2025 President @ Dorchester Wealth Management
1995 - 2009 Managing Director @ Magna Vista Investment Management

1992 - 1995 Private Wealth Management @ RBC Dominion Securities
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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

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Robert Bard Skills

Microsoft Excel
Marketing
Financial Services

Portfolio Management
Leadership
Investments

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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.

Robert Bard Emails

Found 2 emails

Robert Bard Phone Numbers

Found 1 phone numbers

+1 514-861-XXXX

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Top Cardinal Point Capital Management, ULC Employees

Robert Bard

President, Wealth Management, Montreal Operations at Cardinal Point Capital Management, ULC

Montreal, QC, CA
2
- gmail.com
- cardinalpointwealth.com
1
- +1 514-861-XXXX
Sally Taylor

Chief Operating and Financial Officer at Cardinal Point Capital Management, ULC

Phoenix, AZ, US
2
- yahoo.com
- cardinalpointwealth.com
5
- +1 480-890-XXXX
- +1 602-448-XXXX
- +1 602-955-XXXX
- +1 602-224-XXXX
- +1 602-363-XXXX
Terry Ritchie

VP, Private Wealth Manager, Partner at Cardinal Point Capital Management, ULC

Calgary, AB, CA
4
- cardinalpointwealth.com
- gmail.com
- mac.com
- shaw.ca
5+
- +1 403-470-XXXX
- +1 403-257-XXXX
- +1 480-287-XXXX
- +1 403-875-XXXX
- +1 623-551-XXXX
- +1 561-894-XXXX
James Sheldon

Past Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management at Cardinal Point Capital Management, ULC

Toronto, ON, CA
1
- cardinalpointwealth.com
1
- +1 210-669-XXXX
Emma He

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

Toronto, ON, CA
1
- cardinalpointwealth.com
Michael Hinterlong

Senior Portfolio Manager and Trading Director at Cardinal Point Capital Management, ULC

Phoenix, AZ, US
1
- cardinalpointwealth.com
1
- +1 630-664-XXXX
Jeffrey Adema

President, Wealth Management, Cross-Border at Cardinal Point Capital Management, ULC

Mesa, AZ, US
1
- cardinalpointwealth.com
Mary Daley

Portfolio Manager at Cardinal Point Capital Management, ULC

Toronto, ON, CA
2
- gmail.com
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- +1 647-640-XXXX
- +1 416-417-XXXX
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Curtis Glencross

Client Relationship Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
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- cardinalpointwealth.com
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- +1 403-877-XXXX
- +1 866-213-XXXX
Spencer Tilley

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

Calgary, AB, CA
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- cardinalpointwealth.com
David Miller

Private Wealth and Portfolio Manager at Cardinal Point Capital Management, ULC

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