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Build wealth and financial clarity

Our team of Wealth Managers specialize in finding solutions to minimize tax implications, mitigate risk and help you invest confidently.

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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

Watson Investments has helped countless families and individuals reach their financial goals through customized wealth management strategies and comprehensive financial planning. With your goals top of mind, our team collaborates closely to provide saving strategies and providing recommendations to build a diverse portfolio.

Investment Advice

Growing your wealth requires more than just a savings account. The Watson team is committed to providing a low-cost, highly diversified portfolio, using an evidence-based investment approach while minimizing risk and tax implications.

Cash Flow Projections

Planning for the road ahead would be nearly impossible without understanding where your finances stand now and forecasting where it will be in the future. Our personalized strategies focus on providing comprehensive cash flow projections based on your specific mix of assets.

Tax Planning

Canadians are required to pay their share of taxes, but that doesn’t mean you should be left with little to show for your hard work. Our team is equipped with years of experience and dedicated to continual education to provide solutions to minimize tax implications for individuals and corporations. This ensures more money stays in your pocket.

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

Working with Watson Investments since 1996 has been one of the best financial decisions I have made since deciding to work with an advisor. At that point in time, I worked in the Financial Services industry and was familiar with many advisors. The first impression I received upon meeting Peter gave me the peace of mind and confidence that he...

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 & 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 & 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

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...

Our Firm at a Glance

236M

Assets Under Management

135+

Combined years of experience in the financial industry

1991

Year Founded