MRD Watson Wealth Management Team
National Bank Financial
Adam Watson is making his debut on the Top 50 Advisors list this year, but his practice, the JMRD Watson Wealth Management Team, is no stranger to Wealth Professional, ranking among last year’s 5-Star Top Teams for Eastern Canada.
“I was exposed to the financial services industry from a very young age, as both my parents were investment advisors,” Watson says. “As I grew older, I witnessed how my parents assisted others in our small town on various financial topics. The experience led me to business school at Wilfrid Laurier University, where I specialized in finance. Right after graduation, I joined the team full-time.”
With a strong team-oriented ethic, Watson’s immediate goals are defined by the practice’s recently completed 2022 business plan, which includes increasing discretionary business, right-sizing the number of client households and moving from a ‘red carpet’ to a ‘white glove’ client service offering.