Watson Investment Partners
With the support of Richardson Wealth, Canada’s largest independent wealth management firm, Watson Investment Partners specializes in delivering a modern investment strategy with the tailored services of an investment boutique to individuals, families, and institutions. We provide tailored solutions to help manage the complexity and legacy of our clients' assets.
A multi-asset portfolio strategy is the standard amongst institutional investors today – we bring this approach to our clients. Our primary focus is the construction of well-diversified portfolios that are designed to enhance performance and provide downside protection in all market environments.
Our team draws upon decades of experience as principal investors and capital allocators across a broad suite of asset classes and investment strategies including stocks, bonds, private equity, private credit, real assets, and hedge funds. We hold no proprietary investment products, which allows us to remain completely unbiased and objective regarding the solutions we deliver to our clients.
Our in-house Tax & Estate Planning team of professionals focus on providing a holistic Wealth Plan to address estate, tax, philanthropic, insurance and business succession solutions our clients may require.
At Watson Investment Partners, we want you to enjoy the confidence of knowing that a highly capable team is committed to providing you with a thoughtful and holistic approach to wealth management.