About Brian Brotherston

Watershed Financial Solutions

We serve our clients helping them achieve their best possible financial future. If you are living a busy life it is all too common to fail at taking steps to develop a solid financial solution. Watershed Financial Solutions is here to guide you with this goal in mind. With a foundation built on financial security we can help protect you and your family against unfortunate and unforeseeable events that could jeopardize your retirement plans and eventual happiness.

We will also help you build a portfolio that will serve to fund your retirement goals. We will work together so that when it is time to retire you can be confident the money will be there for you and your family.

Why we do what we do?

Watershed Financial Solutions was formed to assist our clients in the much-needed preparation for an uncertain financial future. We strongly believe and implement a holistic approach in our business practices. Any solid approach needs to listen and take the client’s entire situation into account before making any recommendations. Whatever your experience is with money, wealth accumulation, legacy building, estate transfer, or business protection, a structured approach will always serve the client best. Our passion is to identify the issues and solve the problems people face when making the necessary decisions to ensure their financial future.

As for our experience, we have worked for large companies on team projects both as a team member and a leader. We know some of the challenges an employee can face in this environment. We have also had to face business challenges as an entrepreneur and can relate well to clients who are putting themselves out to the market every day. We also have real estate experience and have dealt with first hand with what is for some clients potentially their largest asset. We are fully equipped to advise on matters that might concern those real estate needs and plans. At Watershed Financial Solutions we take a holistic approach to each situation and develop a solution that involves the client fully and will be a tailored response to our meetings, and an educated forecast to minimize risks for the future.

Brian Brotherston BA BFA

Watershed Financial Solutions