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A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach. "I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values.
Watson Investment Partners specializes in delivering a modern investment strategy with the tailored services of an investment boutique to individuals, families, and institutions. Our primary focus is the construction of well-diversified portfolios designed to enhance performance and provide downside protection in all market environments. True portfolio diversification is achieved through selecting and holding a variety of asset classes.
Based in Halifax, Nova Scotia, Worthy Financial’s team is dedicated to providing unbiased financial coaching and planning for all Canadians, regardless of bank account balance, location or goals. Online secure appointments are available to Canadians from coast to coast. By not offering investments, lending or bank accounts, Worthy can provide you with the advice you need to focus on your long-term goals and improve your financial well-being.