Your Partner
In Success

At Waterhouse & Associates, we believe financial guidance should go beyond conventional strategies. Our approach is built on experience, thoughtful planning, and a commitment to helping clients navigate complex financial decisions with confidence.

About - Waterhouse & Associates

About

Waterhouse & Associates was founded in 2012, following more than a decade of experience in the personal injury space. Through that work, we identified a clear gap—individuals receiving personal injury settlements often lacked access to the guidance and financial solutions required to manage those funds with confidence.

That insight became the foundation of our firm.

Settlement Fund Management and Financial Counselling remain at the core of what we do today. From that foundation, our practice has evolved into delivering comprehensive wealth and insurance solutions for individuals, families, and businesses across Canada.

As we’ve grown, we have been deliberate in building a team of experienced professionals—leaders in their respective fields. This depth of expertise allows us to confidently navigate both straightforward and highly complex situations, with a consistent focus on clarity, precision, and long-term outcomes.

At Waterhouse & Associates, our approach is grounded in experience, shaped by real-world challenges, and centered on delivering practical, thoughtful solutions aligned with each client’s goals.

Meet Our Team
Team meeting
0
+

years of experience

0

core service areas

Canada-wide

client support

Delivering trusted financial guidance across wealth management, insurance, and personal injury planning

Our Core
Values

We are driven
We are committed to delivering thoughtful financial guidance and do not accept anything less than our best work.
We think long-term
Our strategies are built with the future in mind — focused on sustainability, stability, and lasting outcomes.
We are collaborative
We work closely with clients and partners to ensure every decision is aligned, informed, and intentional.
We care
We prioritize the well-being of our clients and take responsibility for helping them navigate complex decisions with confidence.
We are disciplined
Our approach is grounded in structure, consistency, and a commitment to long-term financial clarity.

Let’s start the conversation.

Whether you're planning ahead or navigating a complex financial situation, we’re here to help you move forward with clarity and confidence.