![Isabelle Helene Wehrli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Isabelle Helene Wehrli
Gestionnaire de Portefeuille-Actions chez
Cardinal Point Capital Management ULC
Profil
Ms. Isabelle H.
Wehrli is a Portfolio Manager & Senior Director of Montreal Operations at Cardinal Point Capital Management ULC.
She current focus at Cardinal Point is on delivering excellence in portfolio management to all clients and ensuring a smooth transition for Dorchester’s legacy operations.
Ms. Wehrli was previously employed as a Partner & Chief Compliance Officer by Dorchester Wealth Management Co. and an Assistant Controller by Panalpina, Inc.
She received her MBA from Concordia University.
Postes actifs de Isabelle Helene Wehrli
| Sociétés | Poste | Début |
|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Gestionnaire de Portefeuille-Actions | 01/03/2025 |
Anciens postes connus de Isabelle Helene Wehrli
| Sociétés | Poste | Fin |
|---|---|---|
Dorchester Wealth Management Co.
 Dorchester Wealth Management Co. Investment ManagersFinance Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations. | Compliance Officer | 01/03/2025 |
Panalpina, Inc.
 Panalpina, Inc. Air Freight/CouriersTransportation Provides freight transpiration and logistics services | Comptroller/Controller/Auditor | - |
Formation de Isabelle Helene Wehrli
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
49
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations. | Finance |
Panalpina, Inc.
Panalpina, Inc. Air Freight/CouriersTransportation Provides freight transpiration and logistics services | Transportation |
Concordia University
 Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Finance |
