PROFESSIONAL SERVICE

FINANCIAL PLANNER - Steve Watson

Steve Watson has been involved in the finance industry for more than a decade. In 2002 Steve founded WE Tax Services Ltd., to fill a gap that exists in the financial services industry: providing independent, objective and, comprehensive tax and financial planning services to individuals.

Steve understands the frustration and financial disadvantage in having commissioned salespeople act as ‘financial advisors’. But the potential for conflict of interest is only one of the problems. A second latent problem exists. Many who sell financial products have little background or understanding of the income tax system.

The result is that, not only are products sold to the client because they have a preferential commission scheme, but the tax consequences down the road are never considered.

Steve has a solid understanding of both financial products and the tax consequences involved with each. Steve can provide the guidance you need. He does not accept commissions and his practice includes tax planning and tax preparation.

Steve’s credentials are solid: undergraduate degrees in both Political Science (BA) and Economics (Honours BA), as well as a master’s degree (MA) in Economics. Steve holds two professional designations: Certified Financial Planner (CFP) designation through the Financial Planners Standards Council (FPSC) and the Financial Management Advisor (FMA) designation through the Canadian Securities Institute (CSI).