Professional Standards
The founders of WDS are CFA charterholders. Charterholders maintain a personal commitment to the highest ethical ideals by complying with the CFA Institute Asset Manager Code of Professional Conduct.
WDS is also a member of the Portfolio Management Association of Canada (PMAC) which advocates the highest standards of unbiased portfolio management in the interest of investors. We annually affirm our commitment to the founding function and principles of professional portfolio management.
“Focusing first on our clients’ needs while recognizing that they are just as important as the portfolio management process is essential to relationship building. Meeting clients’ expectations is our daily goal - and reward.” – Kathy
Understanding our People is a first step. Learn more below.
-
Home
-
Process
-
Philosophy
-
Performance
-
Payment for Services
Resources
-
Contact Us
Carling Executive Park
1545 Carling Avenue, Suite 100
Ottawa, Ontario K1Z 8P9 (613) 725-1800 (phone) (613) 725-1900 (fax) Or call us toll-free 1 (866) 581-1800
- Connect and
Share with WDS