Lizabeth Flores joined Dorchester Wealth Management, a Cardinal Point predecessor firm, in September 2018 as a Portfolio Manager. Having earned a Certificate in Management (Accounting, Economics, and Finance) from McGill University, she began her career as a foreign exchange/precious metals trader at Swiss Bank Corporation Canada (now known as UBS Canada). She later joined Darier Hentsch (which became Lombard Odier Darier Hentsch Private Swiss Bank).
After spending 25 years in Swiss private banking, Liz also gained experience at other firms such as C.F.G. Heward Investment Management Ltd., and Fin-XO Securities Inc. where she served as Vice-President, Portfolio Manager and provided portfolio management and investment counsel to high net-worth clients. Her most recent work experience prior to joining Dorchester, was with National Bank Financial at its Private Wealth Management division. Over her tenure with each firm (totaling over 35 years), she has been involved in discretionary portfolio management, security analysis, and managing key client relationships.