Our Philosophy
At Watson Investments, we build custom portfolios for each client based on our evidence-based investment philosophy. Our philosophy encompasses a global investment approach, mitigating risk, enhancing diversification, and a conservative methodical approach. This allows for wealth growth and preservation Each client’s portfolio design starts with The Strategic Asset Allocation. Public equity, public fixed income, and alternative investments are selected. Then we asset locate, which means that each client’s accounts will look different, allowing us to invest within the best account type and mitigate taxes. Our team also takes into account current positions held that might be needed or preferred to continue to own. Portfolios are all customized for what’s best for the client.
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Example of holdings in the Alternative Market
Investment Vehicles
Investment vehicles we use include: RRSP/RRIF/LIF, TFSA, Non-registered, RESP, Hold co, Trusts (formal and informal), IPP, PPPs.
Watson Securities vs. Watson Investments
Investment services are provided through Watson Securities of Aligned Capital Partners Inc. All financial planning services are provided through Watson Investments. Watson Securities is a trade name of Aligned Capital Partners Inc. Peter Watson, Jennifer Watson, David Granik, Kathryn Teichroew and Jake Clark are agents of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
Our 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 and Kathryn Teichroew are registered in British Columbia and Ontario. Jake Clark and Mary McBain are registered in Ontario.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Watson Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Watson Securities and covered by the CIPF. Financial planning services are provided through Watson Investments. Watson Investments is an independent company separate and distinct from ACPI/Watson Securities.
