Portfolio Managers

Founded in 2002, WDS is a privately owned and completely independent portfolio management firm. Our firm is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager, permitting us to offer discretionary portfolio management services. WDS is required to meet prescribed financial reporting, capital and insurance requirements.

WDS portfolio managers are accredited professionals with designations such as Chartered Financial Analyst (CFA), Chartered Accountant (CA) and Canadian Investment Manager (CIM). Our management team has a wide range of proficiency in finance, accounting and related areas.

Our diversified talents and experience are what qualify us to deal with such a broad array of client objectives in challenging times and changing investment climates.

• Stephen Watson, CFA
• Gabriel Di Primio, CFA
• Kathy Kruivitsky, CA, CIM