Our diversified talents and experience are what qualify us to deal with such a broad array of client objectives in challenging times and changing investment climates.
Founded in 2002 WDS is a privately owned and completely independent portfolio management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager, permitting us to offer discretionary portfolio management services. Through the regulatory passport system, the firm is also registered in Alberta, British Columbia, New Brunswick, Nunavut and Quebec. WDS meets prescribed financial reporting, capital, bonding and insurance requirements.
WDS wealth managers are accredited professionals with designations such as Chartered Financial Analyst (CFA), Canadian Investment Manager (CIM), Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). It’s important for us to have a comprehensive understanding of issues relating to wealth management.