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Investment Advice

Invest Confidently

When working with the Watson team, you will receive investment recommendations, ongoing portfolio monitoring, and review performance. 

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Watson Investments helps individuals, families, retirees, and business owners in Oakville and the GTA make informed investment decisions through personalized investment advice, portfolio management, market research, risk management, and tax-efficient strategies.

Investments and Securities

To grow your wealth effectively, relying solely on a savings account is not enough. The Watson team is dedicated to crafting a cost-effective, diversified portfolio based on evidence-driven investment strategies, all while prioritizing risk management and minimizing tax implications. We provide Public Market and Private Market investment solutions tailored to your specific needs.

Investment services are provided through Watson Securities of Aligned Capital Partners Inc. All financial planning services are provided through Watson Investments. Watson Securities is a trade name of Aligned Capital Partners Inc. ACPI is a member of the  Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).

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Our Solutions Include:

Investment Portfolio Review

We review your investments, account types, holdings, fees, performance, income needs, tax considerations, and alignment with your financial goals.

Asset Allocation and Risk Assessment

We assess the mix of equities, fixed income, cash, and other investments based on your objectives, investment timeline, risk tolerance, liquidity needs, financial capacity, and ability to withstand market declines.

Diversification and Concentration Review

We examine your exposure across asset classes, sectors, regions, issuers, currencies, and individual securities to identify concentration risks and opportunities to improve diversification.

Portfolio Rebalancing

We review whether market movements, contributions, withdrawals, or changes in your circumstances have caused your portfolio to drift from its intended allocation or risk range.

Tax-Efficient Investment Planning

We consider account location, investment income, capital gains, withdrawals, and the potential tax implications of portfolio changes when developing your investment strategy.

Performance Monitoring and Ongoing Reviews

We monitor portfolio performance in relation to your objectives, risk level, investment timeline, income needs, and relevant benchmarks. We also review your portfolio as your goals, income, family circumstances, retirement timeline, tax situation, and risk tolerance change.

Questions we help answer

  • How do I choose the right investment strategy?
  • Should I invest in ETFs, index funds, or managed portfolios?
  • How do I build a diversified investment portfolio?
  • How do I reduce investment risk?
  • How often should my investment plan be reviewed?
  • How do taxes affect investment decisions?
  • What should I look for in an investment advisor?

The Watson Difference

Transparency

Providing full disclosure of our fees breaking down our fee format and schedule so there are no surprises.

Long-Standing Trust

We pride ourselves on building strong relationships with our clients and their families.

Team Work

All hands on deck for each and every one of our clients, meaning no email left unanswered or page unturned.

Research & Referral

Wealth management extends beyond financial planning, we offer additional research and referral services.

Continued Education

Dedicated to continuous learning and brainstorming sessions with experts, such as lawyers and accountants.

Compliance

In alignment with Canada’s industry regulations, our team confidently safeguards our client's assets.

Our Five-Step Process

Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.

1
Gather and Analyze
2
Develop your Financial Roadmap
3
Discuss and Implement the Financial Plan
4
Financial Forecasts
5
Communication and Monitoring
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My wife and I entrusted our finances to Peter and his team in 2006, and now, on the edge of retirement, we have a solid financial base thanks to the planning, goal setting, and execution provided by Peter’s team, who are as much old friends as advisors. Every aspect of our financial life, from RSPs to investment accounts to TFSAs, is meticulously planned, making this a lifelong relationship.

Hugh Murray

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We have been with Watson Investments since 1997 and always received great respect. In 2014, we met Jennifer Watson, now our advisor. Her warm personality and clear financial guidance impressed us. She is always available to help. We highly recommend her skills.

Sheila & Stewart Smith

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My wife and I have been clients of Watson Investments since 1993. We have always been impressed with the systematic process used to determine our needs when investing. The staff, from Peter, Jennifer and others, have strived to make our investing clear and easy to understand. After all, they are the experts!

Ken Murphy | Retired Pilot

“ We want to bridge the gap between your goals and the complexities of life “ 

Peter Watson

Founder

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