An important key to investment success and financial peace of mind is being well-informed. To help you develop this knowledge, we provide clients with education regarding the entire investment process. This education helps our clients become financially aware, which in turn gives them peace of mind regarding their investments.

As an independent firm, we have access to a wide range of investment research from firms such as TD Securities Inc., RBC Capital Markets, Scotia Capital, UBS Investment Bank, and National Bank Financial. In addition we use independent research from a variety of sources. This enables us to develop solid investment strategies for our clients.

There are a number of reputable credentials that financial professionals in different disciplines may hold, but none as rigorously focused on investment knowledge as the CFA designation. Core elements of the CFA curriculum include investment tools, asset and security valuation, portfolio management, and ethical and professional standards.

The founders of Watson Di Primio Steel (WDS) Investment Management Ltd. are each Chartered Financial Analyst® (CFA®) charterholders, members in the CFA Institute, and members of the CFA Ottawa Society. This knowledge helps us understand the complexities of valuing individual securities as well as broad assets classes.