Watson Di Primio Steel Invest

The wealth and asset management industry calls them Private Clients. As their financial security is linked to private savings, WDS clients usually have a minimum of $500,000 in investment assets. With the complexity and size of their investment portfolios, our clients seek services that are tailor-made to reach their goals.

Our diversified talents and experience are what qualify us to deal with such a broad array of client objectives in challenging times and changing investment climates. Founded in 2002 WDS is a privately owned and completely independent investment management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager, permitting us to offer discretionary investment management services.

The founders of WDS are CFA charterholders. The firm and its team members adopt the CFA Institute Asset Manager Code of Professional ConductTM, with a duty to act in their clients' best interests. The CFA Institute has developed a Statement of Investor Rights. It advises buyers of financial services of the kind of conduct they are entitled to expect and deserve from their wealth managers.

WDS has a duty to ensure that you understand the total cost of operating your investment accounts. The overall fees charged to operate an account may include both management fees that are paid directly, and underlying product fees that are paid indirectly and embedded in some securities.

Clients view these charges on the account statements provided by National Bank Independent Network (NBIN), where all direct costs relating to account operation are disclosed.Unlike traditional brokerage firms that charge on a per transaction basis, WDS receives compensation from fees. This ensures every WDS client receives the same objective, transparent and professional level of service.

At WDS, our most important asset is the one-to-one relationships we build with our clients. We take pride in knowing our clients well, and their financial goals and investment requirements even better. As wealth management professionals, our challenge - and our opportunity - is to preserve and enhance your assets for the future.