What We Do
Our business is to provide investment advice. Our passion is to instill each and every one of our clients with financial skills, values, and knowledge that will last a lifetime.
Wealth Management
Watson Investments has helped countless families and individuals reach their financial goals through customized wealth management strategies and comprehensive financial planning. With your goals top of mind, our team collaborates closely to provide saving strategies and providing recommendations to build a diverse portfolio.
Investment Advice
Growing your wealth requires more than just a savings account. The Watson team is committed to providing a low-cost, highly diversified portfolio, using an evidence-based investment approach while minimizing risk and tax implications.
Cash Flow Projections
Planning for the road ahead would be nearly impossible without understanding where your finances stand now and forecasting where it will be in the future. Our personalized strategies focus on providing comprehensive cash flow projections based on your specific mix of assets.
Tax Planning
Canadians are required to pay their share of taxes, but that doesn’t mean you should be left with little to show for your hard work. Our team is equipped with years of experience and dedicated to continual education to provide solutions to minimize tax implications for individuals and corporations. This ensures more money stays in your pocket.