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At Watmough Wealth & Legacy, we specialize in helping individuals, families, and business owners across Alberta, British Columbia , Saskatchewan and Ontario 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®) and MDRT® qualified Member, 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.
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 ,BC, Saskatchewan and Ontario we are your trusted local experts in building, preserving, and transitioning wealth.
Led by Glen Watmough, CEPA® (Certified Exit Planning Advisor), we specialize in:
With a focus on long-term relationships, strategic advice, and tailored solutions, we’re here to help you make smart financial decisions with confidence.
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 ,British Columbia ,Saskatchewan and Ontario 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.
Build a financial future you can feel confident about.
Let’s create a plan that supports your life and legacy.
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 ,BC, Sask. and Ont. we offer a full range of life insurance products tailored to your unique situation.
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.
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 , British Columbia, Saskatchewan and Ontario we focus on long-term performance, tax efficiency, and disciplined asset management.
Invest with purpose.
We’re here to help you make informed decisions for lasting financial growth.
Did you know?
For many entrepreneurs, 70–90% of their personal wealth is tied up in their business.ve more options when the time comes to exit."
Yet many owners have never measured whether that value is sufficient to fund the retirement they envision.
Understanding where your business stands today gives you the opportunity to improve its value long before a transition becomes necessary.
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.
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.
Most business owners know what their business earns. Far fewer know what it's actually worth—or more importantly, what may be preventing it from reaching its full value.
The Watmough Wealth Value Gap Assessment™ is a complimentary 15-minute online diagnostic designed to help business owners identify potential gaps between the value they have today and the value they could achieve in the future.
Upon completion, you'll receive a comprehensive 18-page report outlining:
✓ Key value drivers within your business
✓ Areas that may be reducing business value
✓ Exit and succession planning readiness indicators
✓ Risk factors that could impact a future sale or transition
✓ Opportunities to increase enterprise value over time
This assessment is not a formal business valuation, but it provides valuable insights that can help start meaningful planning discussions and identify areas for improvement.
Whether you're planning to exit in 2 years, 10 years, or simply want to build a stronger business today, this report can help you understand where you stand.
Free. Confidential. No Obligation.
👉 Watmough Wealth Value Gap Tool
