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. Our Team, known as The Watson Wealth Management Group we have people who carry many titles due to their qualifications. We have available to help you: Portfolio Managers, Investment Advisors, Financial Planners (PFP), a Financial Management Advisor (FMA), a Certified Investment Manager (CIM), Fellows of the Canadian Securities Institute (FCSI), and Life Insurance Agents.
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!