Doherty & Associates

Our office is proud of our business relationship with Doherty & Associates Investment Counsel, an Ottawa based private investment management firm managing wealth for our high net worth clients with upward of $500,000 in investment assets. Doherty & Associates also manages a high six figure offshore trust account for one of our very satisfied high net worth clients.

For over 30 years, Doherty & Associates Ltd. have built personal, trusting relationships, while providing time-proven investment results. They manage investments for families, individuals, foundations, trusts and endowments and maintain strong commitments to their clients. The investment management team includes five CFA Charterholders. The coveted Chartered Financial Analyst designation is one of the most hightly regarded in the global investment industry.

Doherty & Associates' Investment philosophy relies on capital preservation, fundamental equity research and a value approach to acquiring "Good Companies at Great Prices". Their equity client portfolios have, over the past 30 years, experienced negative returns in four calendar years. Compare that to the benchmark which had 8 negative years.

The investment team members are dynamic, energetic and very approachable professionals. Doherty & Associates Investment Counsel are excellent business partners to our firm - they also have a down-to-earth approach that mirrors the way we do business, making life easier and more enjoyable for our clientele. Be sure to check out their performance numbers at www.doherty.ca