Peter Watson Investments

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We can help you gain:

In The News:

What are affluent investors missing from their financial advisor? How can they get it? Accountants and lawyers speak out.
- Peter Watson

A holistic approach to advising; Investors want more than asset management
- Financial Post

A wealth manager who shares your long-term view of investing and who will build a strategy based on your investment goals
Financial security through a healthy and long retirement
The knowledge that your wealth will be protected and transferred to your beneficiaries in accordance with your wishes

We have expert knowledge in the financial issues that we address including:

Financial independence
Tax planning
Estate planning
Insurance

Our Ideal Client:

Business owner/executive/
professional
50 years or older
Nearing retirement or currently retired
Investable family assets exceeding $200,000
Focused on achieving/maintaining the family's financial independence
Seeks a consultative approach to financial management that includes a written plan

North American Research shows that 25% of affluent investors rate their investment manager as excellent. The remaining 75% are likely to leave at any time. Less than 30% of affluent investors feel that it's difficult to change investment managers. We are committed to providing an objective and thorough second opinion on your existing investment portfolios.

Please contact us if you would like to receive a complimentary portfolio second opinion.