As an investment advisor working with individuals and
families my goal is to provide my clients with
investment solutions that will help them protect and
achieve that which is most important to them. It
truly is much easier to make money if you start by
not losing it.
My role as an advisor is that of a trusted working partner
ensuring clients are well informed and optimizing their
resources in the wealth accumulation and management
process. As an independent, employee owned firm, Watt
Carmichael allows me to offer truly independent investment
solutions and advice.
I believe in a disciplined and thorough process of portfolio
construction and maintenance that provides my clients with
personalized, realistic and prudent advice. The first goal is to
preserve the client's capital; the second is to grow that capital. I
do not get caught up in what is "hot" or what the "market" did
today but rather each client's portfolio is systematically
monitored looking to take advantage of the opportunities
presented by an irrational marketplace. This disciplined
approach has taken very good care of my clientele while minimizing risk.
Executive Assistant
Julie began her career in the investment
industry when she joined Watt Carmichael in
Nov. 2007. Her 20 years of corporate
administrative service experience, has been
a natural fit for her role as the Office
Manager. Julie is currently pursuing her
Registered Representative designation.
T: (416) 307-1513
E:
julieo@wattcar.com
