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Dorchester Investment Management
Website
Dorchester Wealth Management provides independent investment counsel and wealth planning services to high-net-worth individuals and families across Canada and the United States. The firm offers portfolio management, tax preparation, and cross-border financial planning, leveraging a tailor-made appr…
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Holdun Inc
Website
Holdun Inc provides personalized wealth management for families, covering investment, tax, and succession planning. The firm enhances portfolios by incorporating alternative assets such as private equity, real estate, private credit, and venture capital opportunities, aiming to safeguard and grow g…