Brett Watson Wealth Management operates a team-based wealth management business specializing in customized and comprehensive wealth management strategies for individuals, corporations and not-for-profits organizations. We understand that the markets have changed and the world has changed with them. Our team offers a variety of skill sets to not only recognize this shift but to respond strategically in the context of your goals.
We are proud to work with many health care professionals, lawyers, accountants, engineers and other hard working individuals who are focused on building for their future and the future of their family. We strongly believe in a holistic approach to portfolio management, looking at clients’ whole financial and family situations before building customized investment portfolios. We work with our clients to develop an investment strategy and asset allocation that will work for their unique situation. We then monitor their portfolio and make proactive changes based on our research and outlook rather than making reactive changes based on what has already happened. We are proud to be Canada’s largest wealth management firm and to have a deep pool of resources to pull from that range from global economic outlook to individual security research.
We take great care and consideration when it comes to taking care of our clients. We genuinely care and listen closely to ensure that we understand their personal and financial needs and goals. In our practice we have developed a disciplined wealth management approach and are focused on guiding you through every stage of your life. If there is one thing we believe in it is that each and every one of our clients should feel that they are valued and that their needs are being surpassed.
