Peter C. Watson
MBA, CFP, R.F.P., CIM, FCSI
Founder, Wealth Manager
Peter Watson founded Peter Watson Investments in 1991. He specializes in creating comprehensive, customized, wealth management strategies for individual portfolios of high net worth clients. Peter has extensive experience providing guidance and solutions for retirees and those about to retire. His counselling focuses on helping his clients avoid common financial mistakes, preserve their assets, increase their income, and reduce their income taxes.
Peter truly cares about his clients and in return they, through an independent survey, have rated Peter Watson Investments 4.9/ 5 in trustworthiness. He has been voted “Best Financial Planner” 12 times by readers of the Oakville Beaver.
In 1992 Peter started writing his column Dollars and Sense which appears in the Thursday edition of the Oakville Beaver. In 2008 he was inducted into the Sheridan College Business School Hall of Fame. Peter is a Fellow of the Canadian Securities Institute (FCSI); holds the Canadian Investment Manager(CIM) designation; and is both a Registered Financial Planner (RFP) and a Certified Financial Planner (CFP). Peter completed his MBA at the Richard Ivey School of Business at Western University. Peter’s speaking engagements include Sheridan College Convocation as Keynote Speaker, Estate Planning Counsel of Halton, and The Financial Planning Annual Conference.
When not at the office Peter enjoys a good game of tennis and spending time at the cottage with family and friends.
Peter is available for speaking opportunities.
To ask Peter to speak, call him at (905) 842 – 2100 ext. 101 or e-mail him at firstname.lastname@example.org
Wealth Manager, Business Development
Jennifer is passionate about helping clients achieve their financial goals. She meets regularly with clients and prospective clients to help them plan for, and move through, one of life’s milestones: retirement. Her dynamic skill set focuses on developing, implementing, and monitoring comprehensive wealth management plans and performing cash flow projections. She also heads up the business development side of Peter Watson Investments.
Jennifer has a Business Management degree from Western University and has completed the Canadian Securities Course. She is currently attending Ivey Business School and is a MBA candidate for the class of 2018.
When not in the office, Jennifer likes to spend time at the cottage with family and friends, and whenever possible, she loves to travel. Jennifer has completed two half-marathons and is on the executive team for the Oakville Chamber of Commerce Young Professionals and Entrepreneur Group.
Jennifer is available for speaking opportunities.
To ask Jennifer to speak call her at (905) 842 – 2100 ext. 103 or e-mail her at email@example.com
CFA, CFP, BMath
Doug is passionate about helping clients simplify and achieve their unique financial potential. With a 35-year career in financial services, Doug offers broad financial planning and investment experience. He believes it is crucial to first understand clients’ current and future financial goals and life aspirations. This allows him to guide them to plan and reach their financial potential by facilitating consistently informed decisions. Doug’s services include formulating strategies involving cash management, risk management, estate planning, and identifying tax saving opportunities.
“My services are tailored to a client’s unique needs and I am committed to providing professional financial advice built on a foundation of trust and integrity.”
Doug is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).
Away from the office Doug enjoys sports and the outdoors. Tennis and golf are his greatest passions, but he also loves to travel the globe with his wife and family. Doug believes in giving back to the community and has recently contributed time to Volunteer Builders, an Oakville based not-for-profit organization whose central purpose is to design and build at least one structure each year for a worthy community-oriented recipient.
(905) 842 – 2100 ext. 104 firstname.lastname@example.org
Monica L. Vincent
With over 20 years in the financial services industry, Monica’s enthusiasm shines when helping clients pursue their long-term objectives. As a financial planning expert, Monica has extensive experience formulating individualized financial solutions in cash and risk management, retirement planning, tax savings opportunities, and estate planning.
Monica is a Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI). She has a Bachelor of Education degree as well as a Business Administration diploma.
When Monica is away from the office she is busy with her two young boys and their dog. She enjoys sports, the outdoors, working in the garden, and travelling with her husband and children.
(905) 842 – 2100 ext. 108 email@example.com
Client Services, Wealth Manager Assistant
With a background in banking and finance, Marina was one of the original staff members when Peter Watson Investments opened their doors in 1991. After years of service Marina took a hiatus to raise her family. She has been back in the office since 2013 putting her industry knowledge to work assisting the financial planners and client services. Marina loves that she recognizes many client names from the early years of the firm that are still loyal and happy clients of Peter Watson Investments. Her attention to detail, caring nature, and charming New Zealand accent, make her a delight to work with.
(905) 842 – 2100 ext. 107 firstname.lastname@example.org
Additional team members: Peter Watson Investments has a dedicated back office and a network of external resources.