At WDS, our most important asset is the one-to-one relationships we build with our clients. We take pride in knowing our clients well, and their financial goals and investment requirements even better. As wealth management professionals, our challenge – and our opportunity – is to preserve and enhance your assets for the future.
We work as a collegial team, drawing on each other’s experience and keen to debate investment ideas. This investment approach encourages individual independence of thought and style. Our sole objective is to produce long-term returns for the people whose money we manage.
WDS’s people focus on delivering exceptional client care, by conducting our daily responsibilities with accuracy, efficiency and discretion. This approach has ensured our relationships with clients are lasting ones.
Amy Monette
Administrative Assistant
Kathleen Watson
Administrative Assistant