My Advisor - Website

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

ake the time to visit the various sections of this web site – their contents will give you a better idea of my approach to investing and how I put portfolios together for my clients. The Contact section gives me and my team members telephone numbers, as well as an easy way to reach me by email. Finally, I have included a Links section as a value-added service to my clients – these will take you to other web sites that I think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.As a National Bank Financial Investment Advisor, I have the expertise and all of the necessary resources at my disposal to help you reach your investment objectives. I provide each of my clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.My mission statement is simple, but powerful: I bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investments….yours!
... [ Close ]

e accounts. Ian has extensive knowledge and experience of the investment industry.
... [ Close ]

through troubled waters and steer them around potential obstacles. That’s our approach: you are the captain, we provide the navigation. Richard Walsh and Paolo Di Stefano of The Walsh Di Stefano Investment Group have created a wealth management process, The Net Worth Navigator™, designed to help simplify your financial future and offer you clear direction towards achieving your financial goals. Like seasoned sailors, Richard and Paolo have learned how to help minimize unnecessary risk. As a result, clients have told them that they feel like they can concentrate on their daily lives – work, family, friends – without having to worry about the state of their finances. With The Walsh Di Stefano Investment Group at the helm, you can sit back, have peace of mind and begin to enjoy the journey to financial independence.
... [ Close ]

ay is also insurance-licensed. He employs a conservative investment style. For growth mandates, the objective is to achieve it at a reasonable price, while staying well diversified. For investors who have built up significant investment assets, we assist in managing and preserving wealth, while being attentive to estate, retirement and taxation matters. The variety of investment strategies provided will satisfy most client preferences. Every portfolio is individually tailored to compliment client goals and their existing securities. The client base is kept to a manageable level to ensure that ready access to the Warrener investment team is always assured. National Bank Financial purchased Wellington West Capital in November 2011. National Bank has been ranked amount the top 20 safest banks in the world again in 2013. They are able to provide superior trade execution, systems, reporting and the minimum in fees. They enable advisors to provide unbiased advice at all times. In summary, Jay and his team work to exceed client expectations and assist their clients in achieving their long term goals in a personal and professional manner.
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

nd success 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. Our Team, known as The Watson Wealth Management Group³ we have people who carry many titles due to their qualifications. We have available to help you: a Portfolio Manager, Investment Advisors, a Certified Financial Planner (CFP), Financial Planners (PFP), a Financial Management Advisor (FMA), a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), and Life Insurance Agents. 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. The Contact section gives my team members telephone numbers, as well as an easy way to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: Our goal 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. National Bank Financial's logo is simple but powerful: Managing the world’s most important investments… Yours!
... [ Close ]

nd success 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. Our Team, known as The Watson Wealth Management Group³ we have people who carry many titles due to their qualifications. We have available to help you: a Portfolio Manager, Investment Advisors, a Certified Financial Planner (CFP), Financial Planners (PFP), a Financial Management Advisor (FMA), a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), and Life Insurance Agents. 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. The Contact section gives my team members telephone numbers, as well as an easy way to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: Our goal 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. National Bank Financial's logo is simple but powerful: Managing the world’s most important investments… Yours!
... [ Close ]

nd success 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. Our Team, known as The Watson Wealth Management Group³ we have people who carry many titles due to their qualifications. We have available to help you: a Portfolio Manager, Investment Advisors, a Certified Financial Planner (CFP), Financial Planners (PFP), a Financial Management Advisor (FMA), a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), and Life Insurance Agents. 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. The Contact section gives my team members telephone numbers, as well as an easy way to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: Our goal 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. National Bank Financial's logo is simple but powerful: Managing the world’s most important investments… Yours!
... [ Close ]

is fully engaged in the current financial landscape. They are on the front line, and are willing to talk about it openly and honestly. No matter how complex the financial world becomes, they are dedicated to offering straightforward financial guidance and working with clients to create long-term solutions. Rely on the Angus Watt Advisory Group's expertise in four key areas: Long-term financial planning Short-term financial planning Estate Planning Insurance & Benefits Invest in the Experience of the Angus Watt Advisory Group We manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

of current clients. We focus on each family's consolidated financial assets, since we can provide our best work when we have the full financial picture. We focus on helping clients through emotional market conditions and life events. ABILITY - We are able to leverage our combined talents to capitalize on each team member's strengths. We are able to offer managed accounts via third party managers. For clients who prefer to hand off the day to day decision making in their portfolios, we utilize the expertise of some of the world's most talented money managers on a fee basis. Discretionary managers have the ability and responsibility to decide which investments should be bought or sold. For clients who like to participate in investment decisions, we offer traditional commission based investing or fee based. Clients who work with us on a non-discretionary basis are contacted for each investment decision. We are able to offer retirement planning and estate planning. COMMITMENT - We are committed to long term planning and to the balance between preservation of capital and investment returns. We are committed to designing portfolios that meet each client's individual needs. We are committed to providing a high level of service and responsiveness to our clients. Clients of Doug Webber include busy professionals, business owners, retirees, corporations and charitable foundations. Many of our clients have referred their friends and colleagues to us. As a result of our referral based business and our client appreciation events throughout the year, many of our clients have come to know each other over the years. We continue to grow our business through referrals and word of mouth, and we welcome new clients - no referral is necessary!
... [ Close ]

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. The contact section gives our telephone numbers, as well as the information required to reach us by email.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.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours !
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email.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.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to manage the world's most important investment... yours!
... [ Close ]

individuals through very difficult periods. Discretionary Managed Accounts allow the Portfolio Manager to make investment decisions on your behalf, structured within your investment parameters. This gives the Portfolio Manager the ability to take advantage of market events providing investment opportunities. Our clients pay a minimum annual fee of $6500 or 1.3%, enabling them to continue working at what they do best. Fees decline to 1% on larger portfolios. We are always interested in meeting and assisting new clients. To arrange an appointment or initial phone consultation, please contact our Investment Assistant Carol Tong at 403 531 8426 or carol.tong@nbf.ca.
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.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.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

ent wealth with our systematic and disciplined Success With Value investment program. We strive to provide customized and encompassing wealth solutions and excel in client service. The contact section gives our telephone numbers, as well as the information required to reach us by email. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours ! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered.
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. 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.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered
... [ Close ]

hat is custom-built to ensure the best fit with their individual needs. Having the right plan in place is critical to successfully achieving your financial goals. I work with a wide range of clients consisting of individuals and families as well as businesses and pension plans. My ideal client appreciates the concept of having a plan with structure so that even in times of uncertainty you are able to "sleep at night". Contact me by phone or email if you would like to review the management of Your Wealth!

Wealth Management Commentary

February 13 : The Power of Time January 13 : The Bucket Approach December 12 : The Death of Equities? November 12 : The Risk of Active Management October 12 : The Top Investor Behavioral Biases September 12 : Market Fluctuations August 12 : Throwing Caution to the Wind July 12 : Retiring Comfortably June 12 : The Importance of Dividends May 12 : REAL RETURNS of Stocks vs Bonds/Cash for Long-Term Investors April 12 : Should You Be Your Own Investment Manager? March 12 : Senior Loans - A Potential Diversifier? February 12 : Risk - A Poorly Understood Concept? January 12 : The Value of Advice December 11 : Master Limited Partnerships (MLP's) November 11 : Are You Reducing Your Risk October 11 : 50 Years of Bad News September 11 : Recent Volatility... August 11 : Getting High Income – A Simple Solution July 11 : Safer Investments June 11 : If Only You Knew May 11 : Pension Options April 11 : Holding Company? Taxes? Insurance? March 11 : Investing In the U.S. for the Long Term February 11 : Your Greatest Concern in Retirement January 11 : Take Advantage of Your TFSA December 10 : Did you know? November 10 : The Difference Between Loss & Volatility October 10 : What is "Long Term"? September 10 : Putting the Odds on Your Side August 10 : Asset Allocation and Rebalancing July 10 : Perception
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. 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.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered.
... [ Close ]

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. The contact section gives our telephone numbers, as well as the information required to reach us by email. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours ! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered.
... [ Close ]

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. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. 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. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours!
... [ Close ]