Brett Watt

Director, Financial Planner @Eb Wealth

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2019 — Present

Director, Financial Planner @Eb Wealth

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Brett is a Financial Planner who focuses on building strong and lasting relationships with clients through his client-first approach to financial planning. Brett is passionate about using evidence based frameworks to help clients navigate the complex world of wealth management and financial planning. Using empirical research allows Brett and his clients to focus on controlling the controllable’s and thus stay away from trying to outguess or time the markets. Brett obtained his Certified Financial Planner (CFP) designation in 2018 and is currently in the process of obtaining his Chartered Investment Manager (CIM) designation. Brett volunteers as a Board Member of the Heart and Stroke Foundation, Nova Scotia chapter.

EDUCATION

2018 — 2019

Canadian Securities Institute

CSC, Finance

2016 — 2018

FP Canada

Certified Financial Planner, Finance

2010 — 2014

Mount Allison University

Bachelor of Commerce (BCom)

ABOUT BRETT WATT

Unlock Your Financial Potential Using Evidence-Based Advice \\nInvestment Advisor, Financial Planner, Manulife Securities Incorporated Director, Life Insurance Advisor, EB wealth

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Brett Watt — Director, Financial Planner at Eb Wealth in Halifax, NS, CA | Unifers