Robert Hamou

NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products.

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.

Functions as a College/University

Functions as a College/University

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.