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.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can 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.

17 January 2022
What is wrong with gold?
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10 January 2022
How does a bull run end?
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January 2022
2021 Recap and 2022 Market Outlook
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Daily market commentary - The Launch Pad