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
- President, Wealth Management, Montreal Operations @ (January 2025 - Present)
- President @ (January 2009 - January 2025)
- Managing Director @ Magna Vista Investment Management (January 1995 - January 2009)
- Private Wealth Management @ (January 1992 - January 1995)
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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