Skip to main content

Watt Carmichael Inc.

  • Main: +1 (416) 864-1500
  • Toll Free: +1 (888) 864-8343
  •   info@wattcarmichael.com

My Portfolio+

Watt Carmichael Inc.

  • Home
  • About Us
  • Wealth Management
  • Our Team
  • My Portfolio+
  • Blog
  • Resources
    • Useful Links
    • Calculator Library
  • Contact Us

Creating a Financial Plan for

Financial Freedom

We build customized portfolios based on a client's investment goals, objectives, and risk profile.

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you save fast.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Learn about what we do and our approach to help you save fast.

 

Previous

 

Next

Home

Managing Investments for Private Clients 

Watt Carmichael Inc. is a full-service investment management firm offering a full range of investments, including; T-Bills and GIC's, common and preferred shares, trust units, corporate and government bonds, foreign securities, exchange-traded funds, options, mutual funds and segregated funds. Our focus is integrity, service, and performance.

 

Chairman's Message 

Personalized Attention

We firmly believe in personalized service. We view investment management differently. While many of our competitors have attempted to commoditize investment management, our proven success is centered on personalized investment solutions for the individuals, families, businesses and charitable organizations we serve.

Customized Solutions

We know that each client has individual financial circumstances that need to be addressed. Whether their objective is generating a stream of income from their investments, long-term capital appreciation, or simply protecting their hard-earned nest-egg, we will prepare an investment strategy that best suits their needs.

Independence

Many investment advisors are employed by firms who provide incentives for their advisors to place their clients' money into their firm's own investments. At Watt Carmichael Inc. there are no special incentives to encourage our advisors to recommend any particular investment, avoiding this conflict.

Responsive:: Acadia: Team Title

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

 

Team members

Photo of team member

Over the past forty years we have built our business on three core beliefs; trust, personalized service, and meeting the needs of our clients. A...

Harry J. Carmichael

Chairman & CEO

Photo of team member

Roger has provided Canadian investors and their families with investment advice since 1977. He has held a variety of positions over the years...

Roger D. Rowan

President & Portfolio Manager

Photo of team member

Stafford W. Higgins has been advising Canadian investors for over 30 years. Mr. Higgins joined the Watt Carmichael team in 1981 and became a...

Stafford W. Higgins

Vice President & Portfolio Manager

Photo of team member

Cindy joined Watt Carmichael Inc. in 2015 as Chief Financial Officer and has over twenty years of specializing in financial reporting & the...

Cindy Phillips

CFO

Photo of team member

Andrea is a graduate of the Paris (France) Institut d’Etudes Politiques (Sciences Po). 1972 marked her career debut in France where she...

Andrea Workman

Senior Portfolio Manager

Photo of team member

Mark started his investment career at a bank owned brokerage firm in 1998, moving to Watt Carmichael in February 1999. He has since earned his...

Mark Devine

COO & Portfolio Manager

Photo of team member

Harry Jr. began his investment career at a bank owned brokerage in 1997 before joining Watt Carmichael in 2004. He earned his CIM designation in...

Harry Carmichael Jr.

Portfolio Manager

Photo of team member

Chris started in the investment industry in April 2000 at a bank owned brokerage firm, joining Watt Carmichael in July 2004. He has earned the...

Chris Frost

Portfolio Manager

Photo of team member

As a Portfolio Manager working with individuals and families, my goal is to provide my clients with optimal investment strategies and detailed...

Jeff Leisk

Portfolio Manager

Photo of team member

Daniel Merriam embraces a deep discovery process that leads to a comprehensive planning based approach - covering all aspects of his client's...

Daniel Merriam

Wealth Advisor

Photo of team member

Disciplined, Proactive Investing

For over 50 years, I have been studying market cycles and following a unique methodology...

Bob Strang

Investment Advisor

Photo of team member

Adam joined Watt Carmichael Inc. in 2018 as Chief Compliance Officer and has over twenty years of experience in Compliance & Risk Management....

Adam Kretschmann

Chief Compliance Officer

Photo of team member

Donna joined Watt Carmichael Inc. in 2016 as an Associate Investment Advisor. She has a specialized Honours Degree in Geography and is an Ontario...

Donna Malone

Associate Investment Advisor

Photo of team member

Julie began her career in the investment industry when she joined Watt Carmichael in Nov. 2007. She has 20+ years of corporate administrative...

Julie O'Brien

Executive Assistant

Photo of team member

Jamie joined Watt Carmichael in 2012 as Office Manager and Executive Assistant. She has extensive experience in these same roles during her 20...

Jamie Case

Financial Administrator

Photo of team member

Tanvir joined Watt Carmichael in 2022 working directly with Portfolio Manager Jeff Leisk.  He brings years of experience working in wealth...

Tanvir Chahal

Associate Portfolio Manager

Photo of team member

Emma joined Watt Carmichael as Office Manager in 2016 after graduating from McMaster University with an Honours Commerce Degree. Emma has over six...

Emma Little

Office Manager

Try our new online portal.

Click on the MyPortfolio+ link to sign up today!

My Portfolio+

Additional info

  • Client Relationship Disclosure
  • Best Execution Public Disclosure Statement
  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   365 Bay St., Suite 1200, Toronto, Ontario M5H 2V1
  •   +1 (416) 864-1500
  •   info@wattcarmichael.com

 


IIROC AdvisorReport

© 2026 Watt Carmichael Inc.. All rights reserved.

Website Design For Financial Services Professionals