Peter Watson MBA, CFP, R.F.P., CIM, FCSI

Peter Watson is a well-known financial educator in Oakville. He has developed extensive experience in counselling retirees, and those about to retire, who want to protect their principal and ensure that their money lasts. Peter’s counselling focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Mr. Watson has taught people how to preserve their assets, increase their income and reduce income taxes. Peter has written over 400 articles that appeared in his column Dollars and Sense in the Oakville Beaver. Since founding Peter Watson Investments in 1991, he has been voted the Best Financial Planner in Oakville nine times. 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, The University of Western Ontario.

Anita Provaznik

Anita is at the heart of Peter Watson Investments providing client guidance, care and support with administrative duties. Her relationship with clients reflects the genuine sincerity and welcoming nature of the team’s personality. Anita has over 10 years experience in financial services. She holds the Certified in Management designation and has completed the Canadian Investment Funds course. Anita worked over 15 years in the music industry as a classical music publicity and royalty specialist after obtaining her music degree from Queen’s University. Volunteering has been an integral part of Anita’s life. She has held many positions including being a member of the Rotary Club and a Big Sister for a decade. In 2010 she received the Ontario Volunteer Service Award.

Richard Benn BA, CFP, CFA

Richard joined the firm in 2002. He brings seventeen years of experience in the financial services industry to Peter Watson Investments. Richard holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Richard’s focus is on investment research, asset allocation and portfolio design.

Danielle Lavigne B.Math, CFP, EPC

Danielle joined the firm in 2005, after 20 years experience with TD Canada Trust. While at TD, Danielle worked in many areas, including investments, personal credit, mortgage funding and corporate lending. She excels at identifying each clients goals and focuses on minimizing taxes. Danielle presents clients with complete wealth management solutions that address their important financial issues.

Danielle is an Elder Planning Counselor. For more information, visit www.cieps.com

Our network of external professionals

We are also able to draw upon the expertise of outside professionals to assist in all aspects of financial matters, ranging from tax and estate planning to eldercare issues. Each has established a track record with us of professional and service excellence and integrity. Our network of external professionals complements your existing team and works with them to get the results you need.