For over 35 years, Watson Investments has helped high-net-worth individuals, families, retirees, and business owners in Oakville, Burlington, and the Greater Toronto Area build, manage, and preserve wealth.
Recognized as one of Canada’s Top Growing Women-Led Companies by The Globe and Mail’s Report on Business
Jennifer Watson, named among Canada’s Top Wealth Advisors by The Globe and Mail and SHOOK Research
Jennifer Watson, recipient of the Cogeco Business Leader Award from the Oakville Chamber of Commerce
Start here for a clear view of our clients, service areas, and how we build your plan.
Services: Wealth Management, Portfolio Management, Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Budgeting, Asset Allocation, and more
What we provide: A clear strategy, prioritized actions, and ongoing reviews to stay on track
Best for: Retirees, Executives, Incorporated professionals, and High-net-worth families
What happens first: Discovery call → Goals & risk profile → Plan and recommended next steps
Locations: Oakville and Toronto (virtual meetings available)
Assisting families, individuals, and business owners achieve their financial goals through personalized financial strategies and expert wealth management. Our holistic approach connects you with trusted wealth managers delivering tailored financial solutions.
We are committed to offering well-researched portfolios built on a deep
understanding of financial securities
market. Our tailored strategies are
designed to minimize risk, address
complex tax implications, and provide
long-term financial growth.
*Securities
advice and services are provided through
Watson Securities of Aligned Capital
Partners.
Our financial strategies focus on delivering cash flow projections tailored to your unique asset mix and financial goals. Through detailed cash flow projections and cash flow assessment, we help you gain clarity on future income, expenses, and liquidity needs.
We offer tailored tax minimization strategies to help individuals and corporations reduce tax liabilities, maximize savings, and preserve your wealth.
As fiduciaries, we provide advice that’s legally and ethically aligned to your best interests, built around your goals, risk tolerance, and life stage.
We provide clear, upfront disclosure of our fees and how we’re compensated, including what’s covered in our ongoing service, so you know exactly what to expect from the start.
With over three decades of experience in wealth management and portfolio management, clients rely on the Watson team for steady guidance through market cycles and major life transitions.
Our structured approach is designed around you, transforming complexity into a clear and actionable roadmap that reflects your priorities, timelines, and next steps, supporting confident decisions across retirement, investing, and long- term wealth planning.
Strong results require follow-through: regular portfolio monitoring, rebalancing, and risk reviews to keep your plan aligned.
We uphold the highest standards of regulatory compliance and oversight, ensuring your assets are protected and every aspect of our service is delivered with clarity, accountability, and transparency.
Peter Watson
Founder
