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About Us
At Watmough Wealth & Legacy, we specialize in helping individuals, families, and business owners across Alberta and British Columbia build, protect, and transition their wealth with confidence. Located in Medicine Hat, Alberta, we are a trusted financial services firm offering a full range of Life insurance, Investment solutions, and Exit Planning Strategies for business owners.
Founded by Glen Watmough, a Certified Exit Planning Advisor (CEPA®), our firm is committed to delivering personalized financial advice that aligns with your long-term goals. Whether you're looking for Term life insurance, Permanent Life insurance, Retirement planning, wealth management, or expert guidance in Business Succession planning, we offer tailored strategies to meet your unique needs.
As a locally based and independently operated firm, we take the time to understand your financial priorities—so we can help you make informed decisions and build a lasting legacy. With licensing in both Alberta and BC, we are proud to serve clients with integrity, clarity, and expertise.
Watmough Wealth & Legacy—your partner in financial planning, life insurance, investment management, and business exit planning.
Financial Planning, Life Insurance & Business Exit Strategies — Built Around You
At Watmough Wealth & Legacy, we provide comprehensive financial services tailored to your goals—whether you're planning for retirement, growing your investments, protecting your family with the right life insurance, or preparing to sell your business. Based in Medicine Hat, Alberta, and licensed across Alberta and BC, we’re your trusted local experts in building, preserving, and transitioning wealth.
Led by Glen Watmough, CEPA® (Certified Exit Planning Advisor), we specialize in:
- Personalized Financial Planning
- Life Insurance Solutions (term, whole, universal)
- Investment Strategies & Wealth Management
- Exit Planning for Business Owners
With a focus on long-term relationships, strategic advice, and tailored solutions, we’re here to help you make smart financial decisions with confidence.
Personalized Financial Planning
At Watmough Wealth & Legacy, we offer comprehensive Financial Planning Services to help you achieve clarity, security, and long-term success. Based in Medicine Hat, Alberta, we serve clients throughout Alberta and British Columbia with tailored strategies that align with your lifestyle, goals, and legacy.
Whether you're planning for retirement, managing cash flow, saving for a major goal, or preparing to transfer wealth to the next generation, we provide clear, actionable advice and long-term support.
Our Financial Planning Services Include:
- Retirement income planning
- Education and family savings strategies
- Tax-efficient wealth planning
- Risk management and estate planning
- Business owner financial strategies
Build a financial future you can feel confident about.
Let’s create a plan that supports your life and legacy.
Life Insurance
Life insurance is the foundation of a sound financial strategy. At Watmough Wealth & Legacy, we help individuals, families, and business owners find the right coverage to protect what matters most. Based in Medicine Hat, Alberta, and licensed across AB and BC, we offer a full range of life insurance products tailored to your unique situation.
Our Life Insurance Options Include:
- Term Life Insurance – Affordable protection for temporary needs
- Whole Life Insurance – Guaranteed coverage with cash value growth
- Universal Life Insurance – Flexible, long-term insurance with investment options
- Business Life Insurance – Key person insurance, buy-sell agreements & more
Whether you're protecting your family, covering debt, or planning for succession, we’ll help you choose the right life insurance policy to secure your legacy.
Protect your future today.
Get expert guidance and the right coverage for your needs.
Investment Solutions
At Watmough Wealth & Legacy, we provide personalized investment solutions to help you grow and preserve your wealth. Whether you’re just getting started or optimizing an established portfolio, we’ll build a strategy that reflects your goals, risk tolerance, and time horizon.
Serving Medicine Hat and clients across Alberta and British Columbia, we focus on long-term performance, tax efficiency, and disciplined asset management.
Our Investment Services Include:
- RRSPs, TFSAs, and non-registered accounts
- Retirement investment strategies
- Wealth accumulation planning
- Risk-managed portfolio design
- Investment planning for business owners
Invest with purpose.
We’re here to help you make informed decisions for lasting financial growth.
Exit Planning for Business Owners
Planning to sell or transition your business? At Watmough Wealth & Legacy, we specialize in exit planning for privately held businesses. With Glen Watmough, CEPA® (Certified Exit Planning Advisor), leading the process, we help business owners across Alberta and British Columbia prepare for successful, tax-efficient, and profitable exits.
An effective exit plan doesn’t just protect your business—it protects your wealth, your family, and your future.
Our Exit Planning Services Include:
- Business valuation readiness
- Exit strategy development
- Tax and estate planning
- Owner-centric wealth planning
- Succession planning and risk management
Whether you’re exiting in 1 year or 10, the time to start planning is now.
Build a business exit strategy that works for you—and your legacy.