Our team of Wealth Managers specialize in finding solutions to minimize tax implications, mitigate risk and help you invest confidently.
For over 34 years, Watson Investments has helped clients gain financial clarity and maximize their wealth, through our tax planning solutions and comprehensive investment plans.
Our Five-Step Process helps 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.
Providing full disclosure of fees with a detailed breakdown of the fee structure and schedule to avoid surprises.
Fostering strong relationships with clients and their families with a focus on long-term trust.
Ensuring dedicated attention to every client, where every inquiry is promptly addressed and thoroughly reviewed.
Extending wealth management beyond financial planning with research and referral services.
Committing to ongoing learning and collaboration with experts such as lawyers and accountants.
We’re dedicated to understanding and meeting your needs with personalized solutions that foster success.
Peter Watson established Peter Watson
Investments Ltd. in Oakville, Ontario.
Peter Watson Investments Ltd. restructured
to a fee-for-service business model.
Our office relocated to 220 Randall Street.
Peter Watson Investments Ltd. joined investment
dealer, Aligned Capital Partners Inc. (ACPI)
Jennifer Watson came on board at
Peter Watson Investments Ltd.,
following in her father's footsteps.
Jennifer Watson became a Managing Partner
of Peter Watson Investments Ltd.
With a refreshed visual identity and a new
name, Peter Watson Investments Ltd.
rebranded to Watson Investments.
After years as Investment Advisors and Associate
Portfolio Managers, Peter Watson and Jennifer Watson
soared to new professional heights by becoming
Portfolio Managers.
Peter Watson
Founder
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.
