Waterhouse Hero

Stability. Strategy.
Confidence.

Waterhouse & Associates provides personalized wealth and insurance solutions to individuals, families, and business owners across Canada.

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Life Insurance Made Simpler

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Explore term and permanent life insurance options designed to help protect your family, cover important financial obligations, and preserve the legacy you have worked to build.

  • Quick and convenient online quoting
  • Term and permanent coverage options
  • Guidance from an experienced advisor
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Waterhouse Services

Our
Services

Integrated financial strategies across wealth, insurance, and personal injury—designed to protect, grow, and simplify your wealth, with long-term clarity and confidence.

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Wealth Management

Wealth
Management

Investment strategy and portfolio management tailored to grow and preserve your wealth over time.

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Insurance Services

Insurance

Protection strategies designed to safeguard your income, assets, and long-term financial security.

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Personal Injury Financial Counseling

Personal
Injury

Financial counselling prior to settlement, followed by clear financial guidance to manage settlement funds with clarity, stability, and long-term direction.

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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 Approach

We take a thoughtful, long-term approach to financial planning, ensuring every decision aligns with your goals, risk profile, and future.

01

Understand

We begin by understanding your current position, priorities, and long-term objectives.

02

Design

We develop a clear strategy across wealth, protection, and planning — tailored to your needs.

03

Implement

We put your strategy into action with disciplined execution and careful coordination.

04

Refine

As your life evolves, we continuously review and refine your strategy to keep you on track.

Waterhouse Testimonials

What our
clients say

“

Waterhouse & Associates brought clarity to a complex financial situation. Their guidance gave us a confidence in the decisions we needed to make and a clear path forward.

Private Client

Before working with Waterhouse & Associates, I didn’t have any insurance in place and wasn’t sure where to start. They took the time to understand my situation and explained my options in a clear, straightforward way.

The process felt simple and pressure-free, and the recommendations were practical and specific to my needs. I now have coverage in place that I understand and feel confident in.

Private Client

After our company began to grow, Waterhouse & Associates developed a clear, tax-efficient path forward. They introduced a solution that not only protected our assets but also supported future growth.

Their guidance on tax and estate planning brought structure and clarity—aligning our corporate strategy with our personal legacy goals.

What stood out most was their collaborative approach. They worked seamlessly with our existing stakeholders and strengthened our plan without overcomplicating it.

Business Owner

After receiving my personal injury settlement, I wasn’t sure how to manage it or what the right next steps were. Waterhouse & Associates clearly explained my options and how to use it to support my long-term needs.

They provided a practical solution that gave me confidence and helped me feel in control of my finances with the plan we’ve put in place.

Personal Injury Client

Testimonials reflect individual client experiences and may not be representative of all client outcomes.