Company Summary
Our Clients
The finance industry calls them Private Clients. As their financial security is linked to financial security, WDS clients usually have a minimum of $500,000 in investment assets. With the complexity and size of their investment portfolios, our clients seek solutions that are tailor-made to reach their goals.
Our Mission
We are committed to helping our clients reach their most important financial goals by delivering personalized investment management services that enhance wealth, provide clarity and instill confidence.
Our Vision
We aspire to be the most referred provider of discretionary portfolio management services in Ottawa and surrounding areas for discretionary portfolio management services in Ottawas.
Our Values:
Knowledge: We offer higher standards of education, experience and ethics.
Discipline: We use a disciplined process to manage and invest client assets.
Integrity: We build a clear understanding of clients’ needs, which always come first.
Source: WDS Investment Management Ltd.
Unique Value Proposition
Investors need to be confident in the resources and reputation of the firm they deal with. They also want to know, in advance, the strategies their portfolio manager will use and the practices he or she believes in.
At WDS, we aim to provide our clients with long-term investment performance that meets or exceeds their requirements without assuming unnecessary risk in their portfolio.
Source: WDS Investment Management Ltd.
AUM ($Bil)
Year Founded
2002
Key Personnel
Stephen Watson, President
Gabriel Di Primio, Executive Vice President
Kathy Kruivitsky, Executive Vice President
Address
1545 Carling Ave #100
Ottawa, ON
K1Z 8P9