Stability. Strategy.
Confidence.
Waterhouse & Associates provides personalized wealth and insurance solutions to individuals, families, and business owners across Canada.
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
Investment strategy and portfolio management tailored to grow and preserve your wealth over time.
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Insurance
Protection strategies designed to safeguard your income, assets, and long-term financial security.
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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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core service areas
client support
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.
What our
clients say
Waterhouse provided clarity during a complex financial situation. Their guidance gave us confidence in both the short and long term.
Testimonials reflect individual client experiences and may not be representative of all client outcomes.