Watershed Financial Solutions
Family and Corporate Solutions to Inspire Confidence
Since it was established in 2014, Watershed Financial has helped individuals and business owners manage their risk and retirement planning needs. With these things in mind, the path becomes clear to be able to efficiently pass your wealth to your beneficiaries.
Over nearly a decade Brian Brotherston has dedicated himself to his clients, building trustworthy, long-lasting relationships with those who invest and find insurance solutions with him. Most recently, Brian has joined an advisory group with a team-based approach that will add immense value to his clients by bringing alongside professionals as needed.
Come visit us in our new South Surrey office!
Pension Transfer
Wondering if it’s worth cashing out your pension? Many factors can impact if commuting your pension is a wise decision or not. We can help you with this decision.
Business Owners
Strategies to help business owners to minimize risk in their business and retire in comfort.
Strategies for Families
Customized solutions based on you, plans to protect your family and grow your wealth.