WFS Wealth & Financial Strategies
WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service. Together we can build a comprehensive wealth accumulation plan, and ensure you have a lasting legacy for your loved ones.
Financial Planning for business owners is often two-sided: personal and business finances.
We provide you with financial clarity on both sides.
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice.
Professionals are typically in the highest income tax bracket; we help professionals save taxes and keep more in their pocket.
Farmers deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management, and interest of a farm. When should a farm owner have a succession plan? A succession plan is required throughout a farm’s survival, growth and maturity stage.
“Over the last several years that we have known Dave, he has become a valued source of information in the insurance world for us. Dave has taken the time to learn our personal financial situation through significant consultation over this time. Dave has been able to provide to us a plan that is tailored to not only our current financial situation but to our future desires and needs.
Dave has been able to show us a future path that we are presently looking forward to. We have, over the years, been involved with other advisors but have never had this
sense of security in our future.
Dave and the people behind him represent a financial planning option that many should engage with.”
– Grant Arklie | President
Red River Galvanizing Inc.
“Dave Watson’s commitment to his clients never waivers. Dave is always evaluating
what he is doing in his practice, how he serves his clients, what he might be missing or what he might be able to improve upon.
Dave started his career as an advisor and later a manager with a major Canadian life
insurance carrier. He partnered with another advisor to form a very successful
brokerage office. After selling that operation, he founded WFS Advisory and has grown that operation to be one of HUB’s most successful firms. Dave is a consistent member of the Million Dollar Round Table’s Top of the Table. He recently added a second advisor to his practice to better serve clients in both Manitoba and British Columbia.
Dave tailor designs his solutions to specifically meet the needs of the client. He also works in collaboratively with a client’s other professional advisors to ensure that his recommendations are in line with all strategies and plans.”
– Terri Botosan | Chief Executive Officer
HUB Financial Inc.
“Dave has been the financial advisor for my wife and I for the past three years and I
think he deserves recognition at the national level for his excellence.
As a “customer” you always wonder if a financial advisor puts your interest as the
highest priority in lieu of power imbalance that might potentially exists between you and your advisor. Over time it was proven to us repeatedly that he always made the recommendation to us based on what works best for us and not him.
His ideas were not only ethical, but also up-to-date- knowledge-based and very smart. Advisors like Dave are a rare find. This high level of ethics and professionalism is what you dream for every professional to have. He always stated the facts without any positive or negative spin (to push us in any specific direction). He was very patient at explaining the details over and over to us who had no knowledge of the field. He was very consistent in his approach and his prediction stood the test of time.
– Reza Vosoughi, MD, FRCPC | Staff Neurologist, St. Michael’s Hospital
Associate Professor of Neurology
University of Toronto
“Dave has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance.
Dave’s up to date expertise in the financial sector creates a trust that is rare to find.
We highly recommend WFS Wealth and Financial Strategies and their services and look forward to many more years working with Dave.”
– Dr. Reza Aslani | Dr. Shadi Rezazadeh
“If you are looking for out the box strategies for your clients WFS Wealth & Financial Strategies has some interesting products.
With the assistance of WFS, we can service our clients in a non-traditional way, a way
that will differentiate ourselves from the competition.”
– A.A. (Stino) Scoletta, CA | Partner / Tax Specialist
MNP in Brandon, MB
“Dave has played a major role in managing our investments for the past ten years.
We continue to work with him and the WFS Wealth & Financial Strategies team because of their understanding of, and commitment to, our longer-term investments objectives.
Additionally, their understanding of the market and recommendations on how to adjust our portfolio, have been instrumental in managing these investments in difficult times.”
–Tim & Janice Swanson | Client
Speaking Luncheon with Tom Deans
Last week we had the pleasure of hosting author and intergenerational wealth expert, Tom Deans, for a speaking luncheon at The Manitoba Club.
Watson Achieves Prestigious Top of the Table MDRT Qualification
Winnipeg, MB (March 6, 2023) — Dave Watson of WFS Wealth & Financial Strategies in Winnipeg, Manitoba has qualified for Top of the Table, a coveted milestone achievement for their membership in the MDRT. Dave’s membership equips him with tools and resources to better serve his local community.