Our Team

Since 1971 we have built our business on three core beliefs; trust, personalized service, and meeting the needs of our clients. A successful relationship between a client and their advisors must be rooted in trust. I am confident that given the chance my team and I will earn that trust. We enjoy the process of getting to know our clients and we are acutely aware of the importance of building a strong relationship. It is no surprise that we have found that our most successful accounts are those who have been with us the longest. Trust truly breeds success.

• Portfolio Manager
• Principal

Providing personalized service builds trust. I want our clients to be able to speak directly with the people who are responsible for their account. Most investment firms separate the investment decision makers from contact with clients. They see client service and investment management as two separate functions; we believe our clients deserve to speak with our investment team directly. To that end, I have spent many years building a deep investment team to help me with this task. I have been very lucky to build a team of portfolio professionals who have stood by me over many years and who have the same passion for the business that I do. When you speak to a member of my team you know you are speaking with a competent investment professional with years of experience, not a client service representative far removed from the investment process.

While the internet and 24-hour business news channels have brought market information to the masses it has only made the need for competent and trusted investment advisors more important. Investing has become increasingly complex and with busy lives and careers even those with substantial market knowledge cannot filter through the vast amounts of information and wide range of investment vehicles that are now available. The speed of information flow has led to greater volatility and risk making it all the more important to know what you own and to actively monitor market changes. Long-term performance is intimately tied to error avoidance and in many ways our most important job is to help our clients avoid making the mistakes that are common to most investors. Value is knowing when risk becomes opportunity and we focus our efforts on finding those opportunities and closely monitoring risk. That focus has provided our clients with strong long-term returns. We know that our success is tied to yours, and our goal is to provide you with solid, stable returns.

Our business has been, and will continue to be, built by referrals and we know the best way to earn those referrals is to do a great job for our clients. We enjoy the challenge of helping our client's with financial solutions that suit their style, lifestyle, and unique circumstances. Our deep, experienced team gives us the tools to do this and we are confident we can work with you to help meet your financial goals.

Harry Jr. began his investment career at a bank owned brokerage in 1997 before joining Watt Carmichael in 2004. He earned his CIM designation in 2013 and is registered as Portfolio Manager. Harry is also involved in all aspects of the firm's business. 
 

• Market Information and Research
• Investment & Portfolio Management
• Client Services
• Portfolio Management Software Specialist

Mark began his career at a bank-owned brokerage firm before joining Watt Carmichael in 1999. With over two decades of experience managing investment portfolios, caring for clients, and overseeing financial strategies, he brings a level-headed approach to working with his clients as a trusted Portfolio Manager. Mark believes in customized solutions to meet unique goals rather than the generic approaches used so often in our industry. He takes great pride in helping his clients reach their financial goals.

As a Managing Partner, and Board Member since 2015, Mark plays a key role in Watt Carmichael's strategic direction. Stability, integrity and professionalism drive Mark and these qualities are reflected in the strong relationships he has built. Mark's contributions to the development of an employee-owned firm, where like-minded advisors prioritize client needs and succeed in an independent but supportive environment, are considerable. 

As a Portfolio Manager working with families and corporations, Jeff's goal is to provide clients with optimal investment strategies and detailed retirement planning. Jeff is valued as a trusted working partner to manage investment portfolios on a discretionary basis with fee-based solutions that minimize costs.

Jeff believes in a thorough process of portfolio construction and maintenance that provides his clients with personalized, realistic, and prudent advice. The focus is capital preservation with strong capital growth in a diversified, dynamic portfolio. A longer-term view allows Jeff to take advantage of short-term opportunities presented by an irrational market. His disciplined technique has taken good care of the people who have entrusted him with this important role while minimizing risk.

Jeff's team is bolstered and enriched by Associate Portfolio Manager, Tanvir Chahal, and Senior Financial Manager, Jamie Case. The later has been working with Jeff for more than two decades. As a team, they care greatly and work diligently to provide the financial peace of mind that their clients deserve and have come to expect.

Roger has provided Canadian investors and their families with investment advice since 1977. He has held a variety of positions over the years:

• Portfolio Manager
• Principal

For the past three decades I have built my business as an investment advisor on three fundamental principles: trust, personal service and sound investment advice. As a result my practice has grown entirely by way of referrals. I am proud to have helped many families through a second and even third generation with advice that meets their individual investment needs.

We are immensely proud that Watt Carmichael has always been an independent firm with independent thinkers. We have the tools, expertise and experience which have enabled us to provide our clients with strong long-term returns.

I am confident that we can work with you to help meet your financial goals.

Chris started in the investment industry in April 2000 at a bank owned brokerage firm, joining Watt Carmichael in July 2004. He has earned the Derivatives Market Specialist (DMS), Chartered Investment Manager (CIM), and Portfolio Manager (PM) designations. Chris manages client wealth on a discretionary and non-discretionary basis and also oversees the firms' execution of equity, option, and fixed income trading.

• Portfolio Manager
• Market Information and Research
• Trade Execution

Daniel Merriam embraces a deep discovery process that leads to a comprehensive planning based approach - covering all aspects of his client's financial needs. Daniel also helps his clients with their inter-generational planning needs so that they are able to create a legacy for their families.

Daniel has more than 25 years of combined financial experience and has made a commitment to the highest level of expertise by obtaining the Charted Investment Manager (CIM) professional designation and Fellow of the CSI (FCSI) certification described as the "highest honour and most senior credential in Canadian financial services" by the Canadian Securities Institute.

Not only does Daniel have the experience and credentials to help his clients reach their goals, but he also has the highest commitment to providing exceptional client service. Most important, Daniel works with his clients as if they were family members, building relationships based on trust and the highest levels of integrity.

As an Advisor, Daniel utilizes Watt Carmichael’s resources, intellectual capital and services which enable him to guide his clients to the fulfillment of their financial goals and help them plan for the cash flow needs they will require in retirement. Daniel structures holistic wealth solutions for Business Owners, Professionals, Executives and Realtors that balance various financial objectives with their unique circumstances and requirements.

Outside of work Daniel is married and raising two young sons in Burlington ON. Daniel is an avid golfer & tennis player, and a very passionate listener and player of Blues and Jazz music.

Tanvir joined Watt Carmichael in 2022 working directly with Portfolio Manager Jeff Leisk.  He brings years of experience working in wealth management at a Canadian bank.  Tanvir graduated from McMaster University with an Honours Bachelor of Commerce specializing in Finance.