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.

 


 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

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

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
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Daily market commentary - The Launch Pad