Our Team

Dave Watson

dave@wfsadvisory.ca

Founder & President

Born and raised in Winnipeg, Dave Watson started his career in the Financial Services Industry in 1992. He spent his first eight years as a representative and manager with a top Canadian life insurer. Dave’s primary focus is to implement wealth-building and estate-planning strategies for individuals, farmers, business owners, and high-net-worth clients. 

Dave qualified numerous times for the prestigious Million Dollar Round Table “Top of the Table” ranking him amongst the top 4% of the world’s leading financial services professionals. 

In his free time, Dave enjoys fishing, boating and spending time out at the cabin with his family.

Mike Sterling

mike@wfsadvisory.ca

Partner

Over 25 years of experience in the financial services industry provides Mike with expertise and knowledge that only time can give. Preparing for life’s different stages takes the planning and foresight of a knowledgeable experienced professional.

Mike helps our clients create personalized plans to ensure they make informed choices to grow their savings and protect what they’ve already built. Awarded his Certificate in Financial Planning from Advocis, the largest professional membership association of financial advisors in Canada, being a qualifying member of the Million Dollar Roundtable (MDRT) and having worked at several of Canada’s leading Life Insurers and Mutual Fund providers gives Mike a broad education and background in financial services.

Spending time in our Winnipeg, Brandon and Vancouver Island offices allows for communication and connection with WFS clients that span Western Canada.

 

Lise Watson B.N. (Hons)

lise@wfsadvisory.ca

Executive Vice President

At WFS Wealth & Financial Strategies, Lise provides leadership with objectives and strategy for targeted markets, while setting current and long-term goals for the internal team. 

Lise received her Bachelor of Nursing degree with Honours in 2006 from the University of Manitoba. She had various important roles throughout her nursing career mainly as a Public Health Nurse. Her leadership and ability to help create, implement and manage care plans, in complex client and family dynamics, makes her transition into management very fitting.

Lise enjoys traveling, spending time with her family at the cabin and walking her two dogs.  

Martin Herscovitch

martin@wfsadvisory.ca

Vice President, Client Relations

Martin’s role at WFS Wealth & Financial Strategies is to provide top-notch service to our clients by ensuring all their needs are looked after. Whether it’s responding to client inquiries and requests, working with our insurance and investment partners, or working with the client’s other tax and legal advisors, Martin always ensures our clients are consistently taken care of. 

Born and raised in Winnipeg, Martin Herscovitch started his career in the Financial Services industry in 1993 and has worked as an advisor and client services manager for several top Canadian investment and insurance firms. Since 2003, Martin has worked with Dave Watson as a client services and compliance manager. In 2017, Martin became the Vice President of Client Services for WFS and continues to work with the team to make sure all clients’ needs are taken care of. 

When Martin is off the clock, he spends his time travelling with his family, watching movies at home and hanging out with his wife, kids, and two dogs.  

Jason Pusiewich

jason@wfsadvisory.ca

Vice President, Family Office & Corporate Finance

Born and raised in Winnipeg, Jason started his career in the Financial Services Industry back in 1998. His post-university journey began working alongside both Dave & Mike at one of Canada’s top Life Insurers.

He later migrated to banking, spending the next 23 years of his finance career doing progressively more complex lending & credit structuring at two of Canada’s big 5 banks. Working with high-net-worth and ultra-high-net-worth clients, Jason has developed a skill set honed over time by structuring debt for both commercial enterprises and family holding companies.

In his free time, Jason enjoys travelling, trying to keep pace with his teenage daughters, watching Winnipeg’s sports teams, and spending time at the cabin with family and friends.

Terry Bialek, C.I.P., C.R.M.

terry@wfsadvisory.ca

Insurance Specialist

Licensed as a life insurance broker since 1979, Terry has been providing clients with risk management advice for over 40 years. 

Terry enjoys meeting with people to talk about their goals and dreams and help them to guarantee that even if something happens to them, those goals and dreams can be completed. Delivering a cheque to someone who has lost a spouse and seeing the relief on their face that financially they will be alright is very emotional. We don’t just sell a piece of paper; we sell a promise to deliver money when it is most needed. Money that can be used to pay off the mortgage, provide educational funds for children and maintain the lifestyle of the family in a time of loss. The first claim cheque Terry delivered in 1999 proved how important proper planning really is. Every claim cheque he’s delivered since continues to reinforce the importance of what we do for our clients. 

In his free time, Terry is an avid sports fan who enjoys watching the Winnipeg Blue Bombers and the Winnipeg Jets and going for long bike rides.  

Jasmine Belmonte

jasmine@wfsadvisory.ca

Client Services Manager

Jasmine just recently joined our team in Winnipeg. As a Client Services Manager with WFS Wealth & Financial Strategies, Jasmine ensures that she provides excellent service by completing all inquiries and requests from our clients, advisors and insurance or investment partners promptly and efficiently.

Jasmine started her career in the Financial Services industry in 2010 back in the Philippines doing back-office support to an international financial services company. She moved to Canada in 2016 and continued her career as an administrative assistant with an independent mutual fund dealership. She also worked as a licensed sales associate with another major Canadian investments company.

During her free time, she enjoys travelling with her family. She has 2 children who keeps her busy at home.

Chantal Deacon

chantal@wfsadvisory.ca

Client Services Manager

Chantal’s role at WFS Wealth & Financial Strategies is to provide top-notch service to our clients in Brandon and the Westman area by ensuring all their needs are looked after. Whether it’s responding to client inquiries and requests, working with our insurance and investment partners, or working with the client’s other tax and legal advisors, Chantal always ensures our clients’ needs are taken care of. 

Chantal Deacon started her career in the Financial Services industry in 1999 as a client service assistant to Sun Life advisors in Brandon, Manitoba. For over 20 years, Chantal has worked with Dave Watson as a client services assistant to our Brandon and Westman Area clients in our Brandon office. 

Chantal enjoys her free time with her kids, her husband, and spending time with their friends and family.  

Testimonials

“My relationship with Dave has evolved from being my client to his client. Prior to signing on with WFS, Dave has watched my business simply operate to now empowering me with his financial expertise to grow it significantly.

From inception, the WFS team treated me with professionalism, patience, knowledge and integrity with both my professional and individual goals. At our inception meeting, Dave’s team treated this small town businesswomen that size didn’t matter to WFS who are also part of the MDRT. Dave believes that we can all sit at our own Million Dollar Table, and with his support and knowledge – I do too.

Through Dave and Mike’s non-aggressive approach, they have given both my business, and family sound financial strategies to see that financial freedom is beyond anything I thought was possible. The WFS team always puts my needs and goals first and offers the patience to understand what’s important to me by diligently addressing any concerns of not understanding their financial strategies.

Being with a few advisors over the years, my biggest regret about WFS is that I didn’t jump on board sooner!“

– Jolene Andrews | Maid in Kenora

Testimonials

“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. 
Springfield, MB 

Testimonials

“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. 
Woodbridge, ON 

Testimonials

“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 

Testimonials

“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 
Winnipeg, MB

Testimonials

“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

Testimonials

 
“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