About Watterson Financial

Robert Watterson

Robert has over 30 years of experience in financial services, personal and business taxation and business operations through previous roles with the federal government and several small to mid-size businesses. Benefit from Robert's in-depth knowledge to help you meet your financial goals, large or small. 

Sandra Watterson

Sandra has 20+ years in the financial services field supporting client's financial needs and administration.

Preparing for an appointments


The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts (Policies if possible)
  • Pension and registered savings statements
  • Assets and debts
  • Financial information for any business you own



Critical Illnesss:

We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery.

Contact us today

Give us a call today for a professional overview of your financial future and solutions to help make it a happier, healthier and wealthier one.

Watterson Financial Solutions Inc
33 Losino St
Caledon, ON L7C 3N2

Mon By Appointment
Tue By Appointment
Wed By Appointment
Thu By Appointment
Fri By Appointment
Sat By Appointment
Sun By Appointment

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