At Watson Investments, our financial advisors focus on all aspects surrounding your financial goals. Through our services, our goal is to always mitigate tax implications, reduce risk and implement the best investment plan for you.
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.
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.
Nobody should have to work their whole life, and we don’t want you to. Following our 5-Step Process, our Wealth Managers provide solutions to create a comprehensive financial plan to prepare you for retirement.
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.
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.
As post-secondary education continues to rise, we can assist you with planning for your children’s and grandchildren’s future. We work with you to create saving strategies through government and private grants, RESP contributions and gifting assets.
Considering your life goals, retirement objectives, and career stage, our Wealth Managers will mitigate your risk by developing a financial plan that is measured and catered to your risk tolerance. A few ways we do this is through asset allocation, rebalancing and encouraging a diverse portfolio.
When you or a loved one passes, your family will need time to grieve. One way to help them during this difficult time is to ensure that your estate is planned for, guiding you to efficiently transfer assets to beneficiaries, while minimizing estate taxes.