Putting your interests before our own

The first step to successful investment management is putting your interests before our own. This is why we’ve successfully managed portfolios for people like you for almost two decades.

Why our client’s chose Watkins Wheeler Group

“I have known Mike Watkins for a number of years and engaged his services when a prior investment advisor was not giving any returns or attention to my investments. I found Mikes book “its only money” clear and readable and great advice for those nearing retirement . He has consistently managed my retirement investments well. I have worked in the US and the UK and his services in moving my 401k from the US was easy and saved taxes. I trust Mike and have no hesitation in recommending his services to anyone.”

“When I received an inheritance I needed a financial a consultant who I could trust to inform me about my newly acquired portfolio. I have been extremely happy with the services of ScotiaMcLeod and the knowledgeable investment advice from Larry Wheeler. He is up to date with what is happening in the financial world and gives excellent suggestions about managing my money. I heartily endorse Larry and Karen and ScotiaMcLeod to assist with your financial decisions.”

“Michael Watkins was referred to me by someone near and dear. I used to read his column in the Times-Colonist and always found his tips helpful. He is so knowledgeable in all kinds of investments and, as I am not, he has been extremely helpful in managing my portfolio. He is honest, helpful, and informative and never makes me feel like my questions are not important. He consults with me on all changes he makes and, in my experience, has advised wisely. He has his “ear to the rail” and an aptitude for the market that has been financially beneficial to me. I would not hesitate to recommend him to my friends.”

“We have had several financial advisors over past several years. After becoming less than satisfied, our accountant told us about Larry Wheeler and his team. We met with Larry and were very happy with his communication with us. He understood our goals and investing strategy. We are extremely satisfied with everything Larry has done for us. He is so easy to talk with and understands our position. His Assistant, Karen, is amazing and has always been so helpful, cheery and so hardworking! After working with Larry for 4 years we would not hesitate to recommend him and his team. The communication is always ongoing and they are willing to see us any time.”

“Well we are most impressed at how you are on top of things. I had just finished the Financial Post article on Primaris on my iPad when it went DING and there was your email. Wow now that is service!!!! Knowledgeable, careful, conservative, caring and friendly. What else can we ask for from our financial advisors.”

“Mike has been my financial advisor for over 5 years now and I have truly appreciated the professionalism in his assistance. I asked Mike to take over managing my savings after knowing him for some years and always being impressed with his straightforward and honest approach. He has consistently kept up that expectation being my advisor always being available for questions and keeping in touch to make sure I am informed on how everything is going. As a Chartered Professional Accountant I am asked often for recommendations on financial advisors and I always bring up Mike’s name in this conversation.”

“I am especially impressed with Larry’s ability to combine an exceedingly high level of professionalism, with a genuine caring and warmth and for my needs. Through Larry’s attentive nature, eagerness and his thorough due diligence I am assured that I am provided with accurate and trustworthy information. With Karen’s resourcefulness and proactive approach I am confident that my portfolio is managed judiciously. It is with high regards that I recommend Larry and Karen to be your Wealth Advising team.”

“We have been working with Michael for over 10 years now, even following him as he joined another firm because we have been so impressed with his work ethic, his knowledge and expertise and most importantly, we trust him completely. That is important to us, that trust; He is handling the money that will provide for our future, and for our children. We have every confidence in Michael as we continue our working relationship with him. We also enjoy the extras like phone calls on our birthdays to wish us well, and always being available to answer any questions and to allay any concerns. Michael has his finger on the pulse of what is happening with the markets and he keeps his clients up to date via emails and his website and we appreciate that! It is a huge relief to know that we are in such good hands regarding our financial future. Thanks Michael.”

“In choosing an investment advisor I wanted something in addition to competent and skillful money management. I have learned that the people who best serve my financial needs turn out to be those who have a desire to understand the personal and human side of me and my family. That is what I have found in spades while dealing with Scotia McLeod, and specifically Larry and Karen for over 12 years now as I watch my retirement investments performing beyond my expectations.”

“I have known Michael Watkins for twenty years plus and he has been steadfast in his fiduciary duties as my financial planner. I am a novice investor but Michael has steered me in an amazingly helpful way. He has a very strong background in the realm of finance and he has worked diligently to advance his professional accreditation. I would highly recommend Michael Watkins to give you the best advice regarding your financial/investment portfolio.”

“We have been clients of Larry Wheeler and Karen King for about ten years and as conservative investors have been pleased with the sound advice and continued growth of our portfolio during this time. One of the strengths of the team is their knowledge of the world of finances, their ability to explain it to us as clients and their understanding and respect of our wishes when recommending sound investment strategies. Larry encourages and prepares well for our annual portfolio review and always displays a cheerful disposition. We appreciate the thoughtfulness of Karen, who will offer to feed the meter if our annual review takes a little longer than anticipated. We look forward to many more years working with Larry, Karen and the team.”

“I had gone through three different financial advisory companies before I met Michael Watkins. Michael’s approach to investments mirrors my style and risk/comfort tolerance. He is open minded in hearing my opinions of what is happening in the financial world. Michael has a calming affect on me when the markets are in turmoil which I appreciate very much. I would recommend anyone who is looking to invest to at least sit down with Michael Watkins to see if his style mirrors your own.”

“Making the choice to have Mike and his team manage our financial & retirement planning was an easy one. Mike’s open communication style, professional knowledge and ability to understand our needs & goals allow my wife and I to rest easy, knowing our financial future is in the best of hands.”

“Happy Clients … from the first time we met Larry, Karen and their team, we were enthusiastically taken under their wing and given great advice, excellent service, and had lots of laughs along the way. We consider ourselves to be “small investors” but have been treated like the millionaires we would like to be. Larry outlined a plan and investigated a number of scenarios to put it into action and when circumstances changed – our retirement – the plan only had to be modified slightly so that we can live our retirement and still enjoy a drink of wine and take the occasional holiday!! Both Larry and Karen work diligently to ensure our investments and affairs are in order, the paper work is done, and that we are able to take advantage of current tax rules. With Larry’s personal phone calls and the time they give us whenever we need it, we never have to worry about our financial future. We are happy campers living a nice comfortable retirement, due in part to “our team” at ScotiaMcLeod.”

“Over the past four years that I have been invested in Mike Watkins he has constantly met and surpassed my expectations of working with a financial advisor. He takes the time to really know his clients, which gives me every confidence that not just my financial goals are well understood, but more importantly my comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within my portfolio. I would gladly refer Mike to any of member of my family, friends or colleagues.”