At Watt Carmichael, we knew from the beginning we wanted to be the very best at helping our client’s achieve complete financial success. We built a philosophy and a business around that ideal, making sure each decision met our mandate to deliver value in every aspect of our responsibilities.

Over the last thirty-five years those clear ideas and our singular focus on total return has manifested itself in what Watt Carmichael is today.

We are independent in both name and action. Free of any other directive to run the best private wealth management firm possible, our independence gives us the flexibility and speed to act on our clients behalf in a way that few big box alternatives could only hope.

We know that success doesn’t occur in isolation. Every facet of financial wellbeing must be acted upon if total success is to be achieved. So we developed Absolute Total Return, Watt Carmichael’s Private Wealth Management approach that considers not just the growth and maintenance of your capital, but every element of your financial picture, including your taxes, your estate, time and your values. It means that everything from the way we invest, what we invest in, to how we serve, account and communicate with you is designed to maximize the returns on your resources.

We know the value of choice and professionalism. In addition to offering the complete spectrum of financial services, we also partnered with the National Bank of Canada, a federally chartered bank that provides access to almost limitless domestic and international investment services. But these choices mean nothing without the expertise to make them work for us. The money managers at Watt Carmichael earn and keep their place in our roster because of their education, experience, and most importantly, by consistently proving their ability to add value and minimize risk for our investors.

As we approach our fourth decade, we continue to achieve the goal we set. Our dedication to the philosophies of independence, Absolute Total Return, total service, access and professionalism has garnered the ultimate endorsement: very happy long-term clients who see us as a partner in their success as well as a destination for their friends and family looking for similar complete financial health.