How can technology help your financial goals? In his latest article, Peter Watson shares tips on automated savings and tracking progress. Click here to read.

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Retirement Planning

Financial Freedom in Retirement

We collaborate closely with you to evaluate your current financial status, assess your future  requirements, ensuring a smooth transition into retirement.

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Personalized Retirement Strategy

Our financial advisors will help you navigate pension options, optimize your savings strategy, and create a personalized retirement plan that aligns with your retirement goals. Whether you’re just starting to plan or nearing retirement, trust us to provide the guidance and expertise needed to achieve your financial independence and enjoy peace of mind in your golden years.

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Our Solutions Include:

  • Tax implications assessment
  • RRSPs, RIFFs, TFSAs
  • Trusts and Corporations
  • Pension planning
  • Capital gains guidance

Our Five-Step Process

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.

1
Gather and Analyze
2
Develop your Financial Roadmap
3
Discuss and Implement the Financial Plan
4
Financial Forecasts
5
Communication and Monitoring
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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.

Hugh Murray

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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.

Sheila & Stewart Smith

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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!

Ken Murphy | Retired Pilot

“ We want to bridge the gap between your goals and the complexities of life “ 

Peter Watson

Founder

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Helping you make smart decisions about your money since 1991.

 

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© Copyright 2024 Watson Investments

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.

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