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In The News:
Established in 1991, Peter Watson Investments is a fee-for-service wealth management firm located in downtown Oakville.
What makes us different from other wealth managers?
As your Personal Wealth Manager, we help you make smart decisions about your money so you can spend more time doing what you love.
Our experienced wealth management team is committed to addressing your family's most important financial issues. As your Personal Wealth Manager, we provide comprehensive services to help you meet your objectives. The result: you are involved in the management of your wealth, yet free to pursue your life passions. Here is what we offer that separates us from our competitors:
- As your Personal Wealth Manager, we have the tools to help create the foundation
of your current and future well-being. These include:
- Our Five Step Wealth Management Consulting Process for identifying your primary goals and for designing and implementing appropriate financial solutions, and
- Our comprehensive Wealth Creation and Preservation Program™ which is designed to keep you on course toward your goals
- Focused research capability that allows us to make informed, objective decisions.
- Best-in-class investments based on a disciplined selection process. Your diversified portfolio is designed to minimize taxes over the short and long term while reflecting your particular risk tolerance and investment goals.
- A network of external professionals who provide specialized tax, estate planning and other services to complement our core wealth management capabilities.
- Transparent and fair fees that may be tax-deductible on non-registered accounts. We believe a clear understanding of fees is essential in a trusted professional relationship.
To learn more about Peter Watson Investments,
click on About
Us.