If you've been tuning into any financial news outlets lately, chances are you've been hearing the name "Evergrande" floating around as the reason for last week's market volatility, with many comparing the company's imminent collapse to that of Lehman Brothers, the American financial institution who's bankruptcy kicked off the 2008. In one form or another, independent private clients now control the bulk of the world's assets. So, wisely, many are turning to professionals for help and advice.
Services
The wealth and asset management industry calls them Private Clients. As their financial security is linked to private savings, WDS clients usually have a minimum of $500,000 in investment assets. With the complexity and size of their investment portfolios, our clients seek services that are tailor-made to reach their goals.
Our diversified talents and experience are what qualify us to deal with such a broad array of client objectives in challenging times and changing investment climates. Founded in 2002 WDS is a privately owned and completely independent investment management firm. WDS is registered as an adviser with the Ontario Securities Commission in the category of Portfolio Manager, permitting us to offer discretionary investment management services.
The founders of WDS are CFA charterholders. The firm and its team members adopt the CFA Institute Asset Manager Code of Professional ConductTM, with a duty to act in their clients' best interests. The CFA Institute has developed a Statement of Investor Rights. It advises buyers of financial services of the kind of conduct they are entitled to expect and deserve from their wealth managers.
WDS has a duty to ensure that you understand the total cost of operating your investment accounts. The overall fees charged to operate an account may include both management fees that are paid directly, and underlying product fees that are paid indirectly and embedded in some securities.
Clients view these charges on the account statements provided by National Bank Independent Network (NBIN), where all direct costs relating to account operation are disclosed.Unlike traditional brokerage firms that charge on a per transaction basis, WDS receives compensation from fees. This ensures every WDS client receives the same objective, transparent and professional level of service.
Clients view these charges on the account statements provided by National Bank Independent Network (NBIN), where all direct costs relating to account operation are disclosed.Unlike traditional brokerage firms that charge on a per transaction basis, WDS receives compensation from fees. This ensures every WDS client receives the same objective, transparent and professional level of service.
At WDS, our most important asset is the one-to-one relationships we build with our clients. We take pride in knowing our clients well, and their financial goals and investment requirements even better. As wealth management professionals, our challenge - and our opportunity - is to preserve and enhance your assets for the future.
Reviews (4)
Ian Smit
Dec 23, 2021
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First night in our new home, after an absolutely MENTAL good few months. Just wanted to say thankyou to my professional Bitcoin trader and mentor who has quite literally broken his back to get my family out of the financial mess the pandemic had us in, it was almost unreal 😍 but thank God he is real. All the while looking after our 3… girls and dealing with unstable income 😬dear god. To say it's been testing is a slight understatement! We are so so grateful to him and his entire team for the endless support without who we also would have been unable to do it! You know who
Godwin Koffi
Oct 03, 2021
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I had to leave this post here as a sign of gratitude since that, is one of the least she asked of me. I haven't experienced any regrets in continuing binary options trading, though I lost a lot when I started as a newbie. but since I met MAGDALENE JAMES I have always been smiling, I feel so much joy each time I log in daily to see my trade records and balance.. She is indeed a good expert, experience this for your self, action speaks louder feel free to contact Magdalene James on these Email: Magdalenejames54@gmail.com WhatsApp: +1(318)793-8167
Mzk Lawson
Apr 18, 2021
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Mitra Collins seems to be the best account manager i've worked with and I'd have to say we are very pleased with how helpful in a timely manner she is. Great ROI in just few days of trading after investing the minimum of $1000 ! Mitra Collins has provided us with exceptional service and we appreciate it! Contact her : email: mitracollins1@gmail.com WhatsApp : +44 7862066963 Facebook:
Milan Topolovec
Sep 27, 2018
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