Robert Bard, President, Wealth Management, Montreal Operations

Robert Bard is President of Wealth Management, Montreal Operations at Cardinal Point. Robert is a leader in high-net-worth investment management. As President of Dorchester Wealth Management, a predecessor of Cardinal Point, he was instrumental in establishing the firm’s reputation for delivering quality wealth management solutions to a high-net-worth clientele. Under Robert’s leadership, the firm navigated market shifts and achieved strong organic growth to bring assets under management above $2.0 billion before merging with Cardinal Point.

Robert began his investment career at RBC Dominion Securities in the private wealth management division. He then joined Magna Vista Capital Management, where he played a key role in security analysis, portfolio management, and working with clients. As a Partner of the firm prior to its sale to AGF Management in 2000, Robert continued as a pivotal member of the investment team, advancing to Managing Director in 2005. He joined Dorchester as a Partner in 2009, later becoming majority owner and leading as Managing Partner and ultimately President. During his tenure, he also served as the firm’s Ultimate Designated Person—a critical regulatory designation.

In 2015, under Robert’s leadership, Dorchester became the first Canadian partner firm of Focus Financial Partners, a strategic initiative that provided valuable insights into best practices across multiple investment management firms and geographies (including exposure to the rest of the Cardinal Point team when they joined in 2021).

In March 2025, Robert recognized a unique opportunity to merge with Cardinal Point, another Focus Financial Partners-affiliated firm, and lead the next chapter for his team and clients.  The merger reflects his commitment to integrating innovative strategies with time-tested investment principles—ensuring a comprehensive, client-focused approach that continually raises standards.  With an expanded investment and planning offering from two unified firms, Robert and his team are now ideally positioned to deliver an enhanced suite of tailored solutions that address the evolving financial needs of our individual clients and their families.

Robert earned a BA in Administrative and Commercial Studies from Western University (formerly the University of Western Ontario) in 1992. He is a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), and holds the Chartered Financial Analyst (CFA) designation.

Beyond his professional achievements, Robert serves—and has served—as a senior executive and board member for several non-profit organizations. He is an active member of YPO (Young President’s Organization) and YPO Gold, having held roles such as Assistant Learning Officer, Learning Officer, and Chairman for the Quebec Chapter.