Brett Watson, PFP, CIM, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

204-982-4591 | Email me
204-982-2649 | LinkedIn
1-800-463-9775

Brett has over 20 years of experience in the financial services industry, and has been with RBC since 1998. Before coming to RBC Dominion Securities in 2004, Brett worked with RBC Royal Bank as a Financial Planner specializing in wealth management and planning for high net worth individuals.

As part of his commitment to excellence, Brett has earned the professional designations of Chartered Investment Manager, Personal Financial Planner, and the Fellow of the Canadian Securities Institute, which are among the highest designations offered in the industry. Brett is also licensed in Insurance and Options Trading.

Outside of the office, Brett enjoys spending time with his wife and his two daughters, as well as golfing and travelling. He is a supporter of a number of charities, including United Way and World Vision.

Claire Connelly

Associate Advisor

204-982-2614 | Email me

Claire’s primary focus is on portfolio management within the Private Investment Management program. She actively researches the market to identify investment opportunities and along with Brett, builds, monitors and rebalances the investment portfolios within the framework of the Investment Policy Statement. She also helps clients invest who would like to bring their own investment ideas to the table. In her commitment to continuously providing an enhanced client experience, Claire has completed the Canadian Securities Course, The Conduct and Practices Handbook Course, Wealth Management Essentials and is licensed in options trading.

Adam Bergen

Associate Advisor

204-982-2710 | Email me

Adam works closely with Brett to ensure that clients are on track to achieve their goals. Through the use of myGPSTM, a powerful financial projection tool, Adam provides clients with valuable insights regarding their financial plan. In addition, he helps Brett prepare for meetings and ensures that all clients are provided with an exceptional experience. Adam is the main contact for day-to-day investment needs, such as TFSA and RSP contributions, as well as account opening and transferring. He has completed the Canadian Securities Course, Conduct and Practices Handbook Course and Wealth Management Essentials through the Canadian Securities Institute.