Category: Investments and funds. Country: Canada.
Watt Carmichael Inc. is an independent private client wealth management firm. Focused exclusively on that business, we are dedicated solely to the quality management of the individual financial and investment interests of our clients. We offer a level of personal service and attentiveness that has distinguished us in our business. We also offer a full range of products and services to meet any individual need, be it capital growth investment income retirement, estate, education or tax planning or life insurance. This approach to business has resulted in personal referrals as our primary source of business it has attracted long-standing clients and it has provided those clients with a remarkable and highly experienced team of Investment Advisors. In addition, we offer the security and financial strength of the Correspondent Network, a wholly owned subsidiary of the federally chartered National Bank of Canada - Canada’s leading supplier of third party brokerage and administration services. Furthermore each client account is insured by the Canadian Investor Protection Fund for up to $1,000,000 in investor protection for any combination of securities and cash." Based on the best available research, analyses and forecasts, we practice sound asset allocation and pursue a balanced portfolio strategy aimed at total returns. Practicing a long term, conservative and relatively low risk investment strategy, our primary investment goals are the preservation and maximization of our clients investment resources. Watt Carmichael Inc. is a member of the Investment Dealers Association, and the Canadian Investor Protection Funds. Our Business Principles: to put the interests of our clients first to anticipate and respond to change on behalf of our clients to maintain confidentiality without compromise to view our employees, capital and reputation as our most valued assets to seek out excellence and take pride in professionalism to stress creativity and imagination to promote and advance people on the basis of ability and performance to stress and reward teamwork to value profitability and to share in it with generosity to preserve our size as a valued asset to maintain the highest personal ethical standards. Investments & Services. We are pleased to provide our clients with a full range of investment and financial services: Investment for growth, Investment for income, Personalized Portfolio Management, Retirement Planning, Estate Planning, Tax Planning. We also offer a complete portfolio of investment and financial products: Common and Preferred Shares, Government and Corporate Bonds, Savings Bonds, Treasury Bills and Guaranteed Investment Certificates, Mutual Funds, Segregated Funds, Life Insurance, Retirement Savings Plans, Retirement Income Funds, Education Savings Plans.
Address: 55 University Avenue Suite 610, P.O. Box 47,
Toronto, Ontario, M5J 2H7, Phone: 416 864 1500
Fax: 416 864 0883
