watermark-wealth-management.com

Watermark Wealth Management

We Listen To You. We spend a lot of time up front listening to clients tell us about their needs, dreams, and aspirations. We’ll put together personalized wealth management solutions that are best suited for you and your specific situation. We've Got Your Back. There are many times in life when you’ll need help navigating the wealth world. Your Watermark Wealth Management team will always be there to answer your skill-testing questions. Get to know more about your team. We Invest Your Money Wisely.

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Watermark Wealth Management Inc

Charles Magyar

34 Br●●●●● Cres

To●●to , Ontario, M9C4B2

Canada

1.41●●●●0513

ch●●●●●●●●●●●@gmail.com

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Watermark Wealth Management Inc

Charles Magyar

34 Br●●●●● Cres

To●●to , Ontario, M9C4B2

Canada

1.41●●●●0513

ch●●●●●●●●●●●@gmail.com

View this contact

Watermark Wealth Management Inc

Charles Magyar

34 Br●●●●● Cres

To●●to , Ontario, M9C4B2

Canada

1.41●●●●0513

ch●●●●●●●●●●●@gmail.com

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We Listen To You. We spend a lot of time up front listening to clients tell us about their needs, dreams, and aspirations. We’ll put together personalized wealth management solutions that are best suited for you and your specific situation. We've Got Your Back. There are many times in life when you’ll need help navigating the wealth world. Your Watermark Wealth Management team will always be there to answer your skill-testing questions. Get to know more about your team. We Invest Your Money Wisely.

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Watermark Wealth Management | watermark-wealth-management.com Reviews

https://watermark-wealth-management.com

We Listen To You. We spend a lot of time up front listening to clients tell us about their needs, dreams, and aspirations. We’ll put together personalized wealth management solutions that are best suited for you and your specific situation. We've Got Your Back. There are many times in life when you’ll need help navigating the wealth world. Your Watermark Wealth Management team will always be there to answer your skill-testing questions. Get to know more about your team. We Invest Your Money Wisely.

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watermark-wealth-management.com

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Watermark Wealth Management

http://www.watermark-wealth-management.com/what-we-do.html

Watermark Wealth Management provides or facilitates a broad range of services to support our clients, such as:. Wealth and Retirement Planning. Tax and Estate Planning. Insurance strategies to protect assets and lifestyle*. Wills and Powers of Attorney. Trusts and Charitable Giving. Referral network for mortgage and legal services*. By taking a disciplined, process-driven approach, we can consistently provide our clients with a high quality level of service and proactively address all areas of financial ...

2

Resources

http://www.watermark-wealth-management.com/res3/resources/index.php

Financial advice for your early 20’s. Financial advice for your 30’s. Dealing with unexpected life events. Financial advice for your 40’s, 50's, and 60’s. Category: Financial advice for your early 20’s. As your children go off to school or start out in the workforce, help them get a good financial start in life. Category: Financial advice for your 30’s. Marriage is one of the biggest and most pleasurable steps you will take in your life and introduces many financial and family questions. The loss of a sp...

3

Watermark Wealth Management

http://www.watermark-wealth-management.com/who-we-are.html

About Watermark Wealth Management. Our team is devoted to providing you with personalized, knowledgeable wealth management and portfolio strategies. Chuck Magyar, CIM, FCSI. Director, Private Client Group, Scotia Capital Inc. BA (Economics), University of Western Ontario. As the driving force behind Watermark Wealth Management’s AARM (Active Asset Rotation Method) Chuck is committed to life-long learning and continually upgrades his skills. He recently became a Fellow of the Canadian Securities Insti...

4

Watermark Wealth Management

http://www.watermark-wealth-management.com/wealthtracker.html

Want to see how your accounts are doing? Log in to our user-friendly client portal to check out the status of your accounts online. Don’t worry! Our IT nerds have used the latest web security features to make it a secure environment. It’s updated daily so you can see the value of your account as of the previous day’s market close. Did we mention that you can view your statements electronically and opt out of paper-based statements? Website by Brian Brett.

5

Watermark Wealth Management

http://www.watermark-wealth-management.com/philosophy.html

In addition, we take our fiduciary responsibility extremely seriously. Our primary allegiance is to you, the client. We do not sell any products and our fee-only approach ensures objectivity. Walk It Like You Talk It. If we are going to talk the talk, we’ve got to walk the walk and with that said you can take comfort knowing that our own personal assets are invested in the same manner. We follow the exact same set of investing principles and our portfolios match those of our clients.

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We Listen To You. We spend a lot of time up front listening to clients tell us about their needs, dreams, and aspirations. We’ll put together personalized wealth management solutions that are best suited for you and your specific situation. We've Got Your Back. There are many times in life when you’ll need help navigating the wealth world. Your Watermark Wealth Management team will always be there to answer your skill-testing questions. Get to know more about your team. We Invest Your Money Wisely.

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