Peter Watson, Jennifer Watson, David Granik, Kathryn Teichroew and Jake Clark are investment advisors of Watson Securities of Aligned Capital Partners Inc. (ACPI). Peter Watson is licensed for the sale of life insurance products. Peter Watson is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Watson Investments and Watson Securities of Aligned Capital Partners Inc. (ACPI) are separate legal entities. Peter Watson will provide the name of the entity being represented when insurance business is conducted. The sale of insurance products is not the business of, or under the supervision of, Aligned Capital Partners Inc. (ACPI) and ACPI will not be liable or responsible for such activities.
Watson Securities is an investment trade name of ACPI. ACPI is regulated by the Canadian Investment Regulatory Organization (CIRO.ca) and Member of the Canadian Investor Protection Fund (CIPF.ca) Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. The Watson team is registered to transact in four provinces of Canada. Peter Watson is registered to transact in securities products in the provinces of British Columbia, Ontario and Quebec. Jennifer Watson is registered to transact in securities products in the provinces of Alberta, British Columbia and Ontario. David Granik is registered in British Columbia and Ontario. Kathryn Teichroew is registered in British Columbia, Ontario and Quebec. Jake Clark and Mary McBain are registered in Ontario.
Any advice which may be given in respect of non-securities services is given by Peter Watson, Jennifer Watson, David Granik, Kathryn Teichroew and Jake Clark, solely and no such advice is given in their capacity as a registrant of ACPI. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Peter Watson, Jennifer Watson, David Granik, Kathryn Teichroew and Jake Clark and Watson Investments.
This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice. By accessing links to external websites, you will be leaving this website, and Watson Investments and Watson Securities of ACPI are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Peter Watson, Jennifer Watson, David Granik, Kathryn Teichroew and Jake Clark.
As an organization that collects, uses and discloses personal information, Watson Investments is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004. In complying with these laws, Watson Investments must provide you with information so that you may fully understand the purposes for which your personal information is collected.
Over the course of your relationship with Watson Investments personal information will be collected in order to administer your accounts. This information typically includes your financial information and investment objectives, in addition to your current investments, banking information and your social insurance number. At times, Watson Investments may be required to provide this information to outside organizations such as insurance companies, mutual fund companies in which you invest, self-regulatory organizations, securities regulators, law enforcement agencies and to companies that perform services on our behalf. These organizations, like Watson Investments are bound and must comply with the same federal/provincial privacy act(s). Watson Investments does not disclose your information to any other organization(s) to use for their own purposes and in particular will never sell or trade your personal information.
The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Watson Investments will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Watson Investments we will consider that you have consented to our collecting, using and disclosing your personal information. If you wish to review or make changes to your personal information you may do so by contacting Watson Investments directly.
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.
