Over the past forty years we have built our business on three core beliefs; trust, personalized service, and meeting the...
Managing Investments for Private Clients
Watt Carmichael Inc. is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC's, common and preferred shares, trust units, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds and segregated funds. Our focus is integrity, service, and performance.
01. Personalized Attention
We firmly believe in personalized service. We view investment management differently. While many of our competitors have attempted to commoditize investment management, our proven success is centered on personalized investment solutions for the individuals, families, businesses and charitable organizations we serve.
02. Customized Solutions
We know that each client has individual financial circumstances that need to be addressed. Whether their objective is generating a stream of income from their investments, long-term capital appreciation, or simply protecting their hard-earned nest-egg, we will prepare an investment strategy that best suits their needs.
Many investment advisors are employed by firms who provide incentives for their advisors to place their clients' money into their firm's own investments. At Watt Carmichael Inc. there are no special incentives to encourage our advisors to recommend any particular investment, avoiding this conflict.
The core of our business is personalized managed portfolios. With the increasing complexity of financial markets and with our client's time at a premium, we have found the demand for our managed portfolio services steadily increasing. We build customized portfolios based on a client's investment goals, objectives, and risk profile. Accounts are tailored to provide a mix of growth and income, while maintaining a focus on capital preservation. We monitor the portfolios on a daily basis and act upon changes as required, to manage risk and to take advantage of market opportunities when they become available.
We also offer self-directed investment accounts for those clients who choose to be more directly involved in the investment process. For these accounts we guide the client through the investment process, offering detailed investment advice based on the client's profile. We then implement the investment plan on behalf of the client and monitor and advise on any changes we think should be considered.
When you obtain Financial Planning, you gain a meaningful difference in your life. By having a certified financial planner at the helm of your finances, the integration between your needs, priorities, and goals becomes simplified, manageable, and achievable. We love it when our clients succeed. We are committed to helping them attain this success by providing financial planning services for our valued clients. Through our Financial Planning division, we offer our clients ongoing financial planning services with Certified Financial Planners at no additional cost.