Working with Watson Investments since 1996 has been one of the best financial decisions I have made since deciding to work with an advisor. At that point in time, I worked in the Financial Services industry and was familiar with many advisors. The first impression I received upon meeting Peter gave me the peace of mind and confidence that he was the best person to trust and help us in securing our family's financial future. Since that time, I've experienced many personal and financial life changing events, which Watson Investments was always available to support and assist me through. Most recent were the challenges of Covid starting in March 2020. At a time when I was very concerned about my family's financial future, Peter and David had a number of conversations with me that alleviated the stress that I felt at that time. When I needed the reassurance of professional advice, they were available, and, very importantly, their advice was correct. This was a huge loyalty marker for me and a key reason why I will never deal with another advisor. I haven't always had the same advisor since I've started dealing with the firm, but all of the advisors we've dealt with have been thoroughly professional and knowledgeable. The framework they've put in place has made it easy for someone to step in - any change to a different advisor has been seamless, with a consistently high level of service. Everyone at the firm is genuinely caring and eager to help.
My wife and I entrusted our finances to Peter and his team in 2006, and now, on the edge of retirement, we have a solid financial base thanks to the planning, goal setting, and execution provided by Peter’s team, who are as much old friends as advisors. Every aspect of our financial life, from RSPs to investment accounts to TFSAs, is meticulously planned, making this a lifelong relationship.
We have been with Watson Investments since 1997 and always received great respect. In 2014, we met Jennifer Watson, now our advisor. Her warm personality and clear financial guidance impressed us. She is always available to help. We highly recommend her skills.
My wife and I have been clients of Watson Investments since 1993. We have always been impressed with the systematic process used to determine our needs when investing. The staff, from Peter, Jennifer and others, have strived to make our investing clear and easy to understand. After all, they are the experts!
Peter Watson
Founder
