Michael Watson

My Background

Michael was awarded the Certified Financial Planner designation in 2002. He was awarded the Fellow of the Canadian Securities Institute (FCSI) designation in 2008. Michael has over 20 years of wealth management experience and for the last 10 years he has worked exclusively with high net-worth clients. Michael has extensive experience exploring key wealth considerations with each family: Estate & Trust, Wealth Planning, Business Transition & Succession, and Philanthropy. He has the following education and credentials: Bachelor of Commerce (BComm) International Business, Fellow of the Canadian Securities Institute (FCSI), and Certified Financial Planner (CFP). Michael was born and raised in the Lower Mainland. He studied business at the University of Victoria. As a recipient of several scholarships. Michael has three children and enjoys spending time with his extended family on Vancouver Island & the Interior of BC.