From our founder Peter Watson to our Wealth Managers and our dedicated operations team working behind the scenes, we engage in close collaboration to guarantee that every individual client experiences the utmost level of care. Our commitment remains steadfast towards securing your peace of mind and fostering your financial success.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
Peter Watson founded Peter Watson Investments in 1991. He specializes in creating comprehensive, customized, wealth management strategies for his clients. Peter has extensive experience providing guidance and solutions for retirees and those about to retire. His counselling focuses on helping his clients avoid common financial mistakes, preserve their assets, increase their income, and reduce their income taxes. Peter truly cares about his clients and in return they, through an independent survey, have rated Watson Investments 4.9/ 5 in trustworthiness. In 1992 Peter started writing his column Dollars and Sense which appears in the Thursday edition of the Oakville Beaver. In 2008 he was inducted into the Sheridan College Business School Hall of Fame. Peter is a Fellow of the Canadian Securities Institute (FCSI); holds the Canadian Investment Manager(CIM) designation; and is both a Registered Financial Planner (RFP) and a Certified Financial Planner (CFP). Peter completed his MBA at the Richard Ivey School of Business at Western University. Peter’s speaking engagements include Sheridan College Convocation as Keynote Speaker, Estate Planning Counsel of Halton, and The Financial Planning Annual Conference. When not at the office Peter enjoys a good game of tennis and spending time at the cottage with family and friends.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
Jennifer Watson is the Managing Partner of Watson Investments and a Portfolio Manager with Watson Securities of Aligned Capital Partners Inc. She blends strategic customized investment portfolios, with a personalized, people-first approach to wealth management. Designed for the best outcome for clients. Jennifer believes that exceptional investment results must be rooted in comprehensive financial planning and that true wealth is built through a unified strategy that grows, preserves, and harmonizes all aspects of a client’s financial life.
Jennifer leads with a conviction that high-performance wealth management starts with a strong team, disciplined process, and a concierge-level service model. She is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and has an MBA from the Ivey Business School.
Under her leadership, Watson Investments has been nationally recognized, named one of Canada’s Top Growing Women-Led Companies by The Globe and Mail’s Report on Business. Jennifer herself has been honoured as one of Canada’s Top Wealth Advisors by The Globe and Mail and SHOOK Research, and received the Cogeco Business Leader Award from the Oakville Chamber of Commerce.
Jennifer serves on the Board of Directors and Finance Committee of The Oakville Chamber of Commerce, as well as being a member of the Estate Planners’ Council of Halton, the CEO Global Group, and a former judge for the Oakville Awards for Business Excellence. Jennifer also participates in an Investment Study Group and has contributed thought leadership through articles in the Forbes Councils.
Outside of her professional commitments, Jennifer enjoys time outdoors with her husband, two sons, and their dogs. Whether at the family cottage in Northern Ontario or skiing in Collingwood. A passionate traveler, her adventures include camel trekking in the Sahara, scuba diving in Southeast Asia, hiking Machu Picchu, and surfing alongside her father.
To connect with Jennifer or inquire about speaking engagements, please use the link below.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
Jake has worked with a diverse range of clients, from high-net-worth individuals and families to small business owners and retirees. He has a keen ability to understand his clients’ unique needs and develop customized financial plans that align with their goals and risk tolerance. Jake is a firm believer in ongoing education and stays up-to-date with the latest financial trends and industry developments. He continues to expand his knowledge and skills through ongoing professional development. Prior to joining Watson Investments, Jake worked at a major Canadian bank for five years. He is committed to delivering the highest standard of service and is dedicated to helping clients achieve their financial objectives. In his free time, Jake likes to stay active by playing sports such as golf, tennis and hockey. He also enjoys visiting his cottage and spending time with his family, taking advantage of all the outdoor activities that the lake has to offer.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
With a background in banking and finance, Marina was one of the original staff members when Peter Watson Investments opened their doors in 1991. After years of service Marina took a hiatus to raise her family. She has been back in the office since 2013 putting her industry knowledge to work assisting the financial planners and client services. Marina loves that she recognizes many client names from the early years of the firm that are still loyal and happy clients of Peter Watson Investments. Her attention to detail, caring nature, and charming New Zealand accent, make her a delight to work with.
Mary has worked in the financial industry for over 20 years and has experience in areas of compliance, marketing, business development and client services. She is fully licensed and joined the Watson team in 2023. Mary enjoys using her knowledge to help clients and advisors. Mary loves to travel, in fact, she met her husband on a trip to Scotland. Many other adventures have followed!
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Securities advice and services are provided through ACPI (or) Watson Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ Watson Securities and are covered by the CIPF. Financial planning and insurance services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/ Watson Securities.
With over 10 years of marketing experience, Bernadette brings a wealth of experience stemming from brand management, social media and e-marketing campaigns and event coordination. She believes that success in brand management is a balanced act between interpreting data and keeping up with ever-evolving marketing trends. With a creative eye, Bernadette is passionate about out-of-the-box marketing strategies. Prior to joining the Watson Investments team, Bernadette played an integral part in the success of a bespoke cake studio. One of her roles as creative director proudly landed their work in multiple publications circulating both online and print across North America. As an analytical thinker and multi-tasking whiz, Bernadette believes one of the keys to a successful business is to have a strong foundation that starts with a well-organized office administration.
