Gareth Watson

Wealth Advisor, Portfolio Manager & Investment Advisor @Richardson Wealth

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2018 — Present

Wealth Advisor, Portfolio Manager & Investment Advisor @Richardson Wealth

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CA

Gareth Watson Wealth ManagementMy 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.

EDUCATION

1997 — 2001

Wilfrid Laurier University

HBBA

SKILLS

Wealth ManagementInvestment Strategies

ABOUT GARETH WATSON

Portfolio Manager, Wealth Advisor at Richardson Wealth

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Gareth Watson — Wealth Advisor, Portfolio Manager & Investment Advisor at Richardson Wealth in Toronto, ON, CA | Unifers