Gareth Watson Wealth Management

What does financial security or independence mean to you? What is your definition of wealth?
What are your financial, professional and lifestyle goals?  What is your plan to accomplish those goals? 

These are all important questions that only begin the wealth planning process. My goal is to help you accomplish your goals by taking a holistic approach to wealth management while offering clarity and transparency. Together with our experienced specialists at Richardson Wealth, we offer services in Tax & Financial Planning, Will & Estate Planning, Investment Management, Insurance, Retirement Planning, Philanthropy & Charitable Giving, Family Trusts, Group/Individual Pension Plans, Group Benefits, Family & Lifestyle Management, and Small to Medium Sized Business Advisory Services & Succession Planning.  

My focus is on helping Canadians who are looking for comprehensive wealth and investment solutions. If that sounds like you, or someone you know, I’d be happy to hear from you for an introductory conversation or a second opinion.

 


 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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Your guide to intelligent investing.

 

Gareth Watson | Wealth Advisor, Portfolio Manager, Investment Advisor 

(416) 969 3161   
Gareth.Watson@RichardsonWealth.com

 

 

 

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