Taking the worry out of the increasingly complex world of financial planning.

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The Watson Difference

It all begins with you. Carefully adapting our strategies for the individual, we will work closely to make all of your financial goals achievable. Taking into account your life habits and values, you’ll receive transparent, tax-effective, and strategically proven investment advice. *

* All investment advice is provided by Peter Watson and his team, through Aligned Capital Partners Inc. (ACPI). All securities products are provided by ACPI. ACPI is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Investor Protection Fund (CIPF).

About Us

What We do

Our business is to provide investment advice. Our passion is to instill each and every one of our clients with financial skills, values, and knowledge that will last a lifetime.

Wealth Management

Our personalized solutions go beyond stocks and bonds. We take a comprehensive approach to your tax minimization strategies, estate planning, retirement, and legacy establishment.

Coaching

Part of what makes our team so unique is our passion for your success. We layout personal and family coaching for both short-term and long-term financial decisions.

Tax Planning

Watson Investments aims to reduce the tax burden Canadian families face. All of our investment advice and strategies minimize tax expenses while keeping the most in your wallet.

Investments

The Watson Investments team presents a simplified way to invest. Providing low-cost, professionally managed portfolios tailored to your risk tolerance and life’s aspirations.
For more info, click here.

All Services

What We do

Our business is to provide investment advice. Our passion is to instill each and every one of our clients with financial skills, values, and knowledge that will last a lifetime.

Wealth Management

Our personalized solutions go beyond stocks and bonds. We take a comprehensive approach to your tax minimization strategies, estate planning, retirement, and legacy establishment.

Coaching

Part of what makes our team so unique is our passion for your success. We layout personal and family coaching for both short-term and long-term financial decisions.

Tax Planning

Watson Investments aims to reduce the tax burden Canadian families face. All of our investment advice and strategies minimize tax expenses while keeping the most in your wallet.

Investments

The Watson Investments team presents a simplified way to invest. Providing low-cost, professionally managed portfolios tailored to your risk tolerance and life’s aspirations.
For more info, click here.

All Services

How We Do It

We start every relationship getting to know you, your family, your financial dreams, and your life’s expectations.

Through our initial discovery meetings, we will uncover what makes you unique, discuss your priorities, and develop a customized wealth plan so you can sleep easy. You’ll be able to get back to counting your blessings, not your money.

5 Step Process

How We Do It

We start every relationship getting to know you, your family, your financial dreams, and your life’s expectations.

Through our initial discovery meetings, we will uncover what makes you unique, discuss your priorities, and develop a customized wealth plan so you can sleep easy. You’ll be able to get back to counting your blessings, not your money.

5 Step Process

Jennifer Watson and I [Tim] are in the same executive coaching group for business owners and leaders. Monthly I listen to Jennifer talk about how the company is run, her values, the in-depth care the Watson team provides clients, and the comprehensive services to help clients ensure the best portfolio they can have. We decided to move our investment accounts...

Chugh & Sharma

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Thank you for taking the time to meet with Jane Anne and I yesterday. We really appreciate learning from your expertise and guiding us through our retirement journey. Our time working with Peter Watson Investments over the past years has been a very positive and rewarding experience for us both. We have learned so much. The Peter Watson Investment team is first class....

We have been with Peter Watson Investments since 1997 and have always been treated with great respect. In 2014 we had an appointment with Peter and met his lovely daughter Jennifer Watson who has become our advisor. We felt her warm, caring personality toward us immediately. We are impressed with her knowledge on how she can clearly articulate our financial goals....

Sheila and Stewart Smith

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We went to Peter Watson and his team looking to gain a better understanding of our investment portfolio, and to get recommendations to help us stay as financially secure as possible. We really like the “big picture” perspective they offer – where we are now, and projections based on various factors that will help us plan our future. They’re always...

Shelagh Ross

Writer/editor

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My husband and I first joined Peter Watson and his Team in 2010. We decided to move our investments to be managed by Peter Watson Investments after attending a Seminar at which Peter spoke and we were very impressed with his talk. The integrity and knowledge of Peter and Jennifer are invaluable. We have been very impressed...

Carol Anne and John Januszczak

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My wife and I have been clients of Peter Watson Investments since 1993. We have always been impressed with the systematic process used to determine our needs when investing. The staff, from Peter, Jennifer and others, have strived to make our investing clear and easy to understand. After all, they are the experts!

Ken Murphy

Retired Pilot

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For years I worked with planners who only used complicated terms and were poor at communicating. I never really knew what fees I was paying or where I was at with my investments regardless of how many questions I asked. Peter and his team have made investing simple. For the first time, I feel safe and like I...

David Farough

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My wife and I first put our financial life in the hands of Peter and his team in 2006, and I am now on the edge of retirement with a solid financial base. This is due in no small part to the planning, goal setting – and execution that Peter’s team has provided, a group that are as much old...

Hugh Murray

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Watson Insights

2020 Tax-free savings account limits established

The federal government has offered Canadians an extremely attractive tax-free investment option. A Tax-Free-Savings Account (TFSA) is a way to grow your savings without paying tax on any contributions, interest earned,...

Tax-saving benefits of asset location

Asset location is a tax minimizing strategy that involves finding the most tax-effective accounts for your investments. Unfortunately, too many investors fail to tax plan. In my experience, the number...

Pay yourself first- a sound principle

Sometimes in the wonderful world of finance, a simple concept seems to resonate. Pay yourself first is a sound financial principle particularly in our age of never-ending expenses. Consider the saving...

Financial Stress of the Sandwich Generation

Providing financial support to children as well as aging parents is expensive, leaving many sandwich generation Canadians feeling the pressure. In the spring of 2019 Leger conducted The Sandwich Generation Survey...

Start Investing In Your Future Today

Don’t let your financial freedom fall to the wayside. Call now for a free consultation on how Watson Investments can help you reach your goals.

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