Stephen Watson, CFA
President
Chief Compliance Officer and Portfolio Manager
LinkedIn Profile
Over the past thirty-seven years, Stephen has dedicated his career to sound investment research and portfolio management. He was a principal and portfolio manager at Doherty & Associates Ltd. before founding Watson Investment Counsel Ltd., the firm that preceded WDS. Prior to earning the Chartered Financial Analyst (CFA) designation in 1989, Stephen graduated with an Honours Business degree from Wilfrid Laurier University (1984). A past-president of the CFA Ottawa Society, he was formerly on the Board of Directors of the Ottawa Heart Institute Research Corporation, was a member of the investment committee for the Carleton University Foundation, and has been a member of the CFA Institute since 1985.
“The aim of our discretionary portfolio management services is to achieve an attractive return over time given an acceptable level of risk. This can be accomplished in equities through the consistent, disciplined and patient process of comparing the market values of public companies against their long-term intrinsic value.”