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| WDS Investment Management Ltd. is an Ottawa-based investment counselling and portfolio management firm which provides a professional, objective, and personal approach to helping clients achieve their investment goals.
Client confidentiality and the security of their assets is paramount. Assets managed under the discretionary portfolio management service are held by a separate custodian (TD Waterhouse Institutional Services) which ensures safety of the clients capital and efficient execution of transactions.
Due to the nature of customized individual portfolios, the firm has a minimum account size of $150,000 per family of accounts. Client assets often will include a combination of RRSPs and non-registered assets. |
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