About WDS

Our Clients

The finance 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 solutions that are tailor-made to reach their goals.

Our Mission

We are committed to helping our clients reach their most important financial goals by delivering personalized investment management services that enhance wealth, provide clarity and instill confidence.

Our Vision

We aspire to be the most referred provider of discretionary portfolio management services in Ottawa and surrounding areas for private clients.

Our Values

Knowledge: We offer higher standards of education, experience and ethics.
Discipline: We use a disciplined process to manage and invest client assets.
Integrity: We build a clear understanding of clients' needs, which always come first.