Thank you for visiting our web site to find out more about The Watson Wealth Management Group. Please take the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients.
Our Goal, as Investment Advisors, is to help you build your net worth by examining the areas of money management, investment selection and portfolio management, severance planning, financial planning, tax planning, retirement planning, estate planning and succession planning to determine where we can make the best impact on YOUR financial success. Formerly, Investment Advisors who worked at firms like National Bank Financial were called "Stock Brokers"; as you can see by the list of topics that we are able to help you with more than stock selection.
The JMRD Watson Wealth Management Team is a select group of highly qualified investment professionals. Collectively, we possess over 100 years of wealth management experience, numerous financial designations and several university degrees. The unique team allows the group to utilize the expertise of each team member, providing our clients with the highest degree of knowledge in all aspects of personal finance. An additional benefit of the team format is an exceptional and unsurpassed level of service.
The JMRD Watson Wealth Management Team is the custodian and primary financial decision maker for over 500 Families, businesses and Foundations. Collectively, our team of 18, manages assets totaling $1.7Billion from 4 offices in London, Toronto, Waterloo and Chatham.
Our vision statement is providing total peace of mind through comprehensive wealth management.
As National Bank Financial Investment Advisors, we have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
National Bank Financial's mission statement is simple but powerful: Managing the world’s most important investments… Yours!
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
Our advice, support and dedication are greatly appreciated by all of our clients.
Indeed, you can always count on: