Team

Obtaining wise investment counsel starts with finding the right team who can help you make the right decisions about your portfolio—not just for stability in the near-term, but for disciplined growth in the long-term as well. At WDS, our in-depth understanding of the “big picture” about investing and managing wealth starts with our executive team—Chartered Financial Analysts and a Chartered Accountant whose combined experience and seasoned know-how provide peace-of-mind and confidence at every step. As seasoned investment professionals who have weathered all kinds of markets, WDS is a team that will provide you with unbiased, reasoned advice to meet long-term investment goals. That’s a pledge we make to every portfolio and offer to every investor. Always.

	Stephen N. Watson
	Kathy Kruivitsky
	Gabriel Di Primio

	Margaret Devlin Client Development & Services Manager
	Debbie Reed Client Operations Manager
	Karthiga Sahadevan Client Administration Manager

Learn more about what a CFA can do for you
It takes many years of experience in the investment industry to become a Chartered Financial Analyst (CFA)—a distinguished symbol of the highest standards of education, integrity and professional excellence. Find out more about what that designation entails and how that can benefit your portfolio:

• Why Select a CFA Charterholder?
• Defining Your Investment Objectives
• Choosing a Financial Adviser
• Managing the Relationship Between You and Your Adviser
• Twelve Common Mistakes Investors Make