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 GMP, 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.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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Market research
Insights 

 

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

25 November 2019
Energy Intervention
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18 November 2019
Enhancing the 60/40 with Alts
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December 2019
Investor strategy: Some improving signs
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Daily market commentary - The Launch Pad