Our Team
Isabelle Wehrli, MBA
Portfolio Manager & Senior Director of Montreal Operations
Isabelle Wehrli joined Lank, Roberton, Macaulay after earning an MBA from Concordia University. The firm later merged with Hodson, Roberton, Laing, & Co. to form Dorchester, a Cardinal Point predecessor firm, where Isabelle became a Partner in 1992. She played a key role in the merger, integrating operations and implementing innovative systems and technologies.
Throughout her career at Dorchester Wealth Management, Isabelle has been pivotal in various key areas, including research, portfolio management, operations, and compliance. She has also served as the firm’s Chief Compliance Officer and Privacy Officer. Following the establishment of Dorchester’s partnership with Focus Financial in 2015, Isabelle was instrumental in the firm’s achievements in portfolio management, finance, and operations, being part of reaching significant milestones such as $2.0 billion in assets under management. Isabelle’s 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.
In addition to her professional accomplishments, Isabelle has made significant contributions to the community. She is a past president of l’École Complémentaire Suisse de Montréal and a past president of Royal West Academy H&S, where she demonstrated her leadership and commitment to education and community service.
Throughout her career at Dorchester Wealth Management, Isabelle has been pivotal in various key areas, including research, portfolio management, operations, and compliance. She has also served as the firm’s Chief Compliance Officer and Privacy Officer. Following the establishment of Dorchester’s partnership with Focus Financial in 2015, Isabelle was instrumental in the firm’s achievements in portfolio management, finance, and operations, being part of reaching significant milestones such as $2.0 billion in assets under management. Isabelle’s 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.
In addition to her professional accomplishments, Isabelle has made significant contributions to the community. She is a past president of l’École Complémentaire Suisse de Montréal and a past president of Royal West Academy H&S, where she demonstrated her leadership and commitment to education and community service.