When working with the Watson team, you will receive investment recommendations, ongoing portfolio monitoring, and review performance.
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).
Providing full disclosure of our fees breaking down our fee format and schedule so there are no surprises.
We pride ourselves on building strong relationships with our clients and their families.
All hands on deck for each and every one of our clients, meaning no email left unanswered or page unturned.
Wealth management extends beyond financial planning, we offer additional research and referral services.
Dedicated to continuous learning and brainstorming sessions with experts, such as lawyers and accountants.
In alignment with Canada’s industry regulations, our team confidently safeguards our client's assets.
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.
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.
