Voted Best Financial Planner in Oakville
For 12 years as voted by the readers of the Oakville Beaver
Clients rated us 4.9/5 for trustworthiness
On an independent survey conducted
2016 Nominee for Oakville Awards for Business Excellence
The Oakville Awards for Business Excellence are dedicated to recognizing exemplary models of excellence and community service by Oakville’s businesses.
Peter Has Been Quoted in
Hall of Fame Member
School of Business Sheridan College
Winner of the Multi-Media Award
by the Canadian Association of Financial Planners
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 who are as much old friends as advisors. And since every aspect of our ongoing financial life, from RSP’s to investment accounts, to TFSA’s is meticulously planned, the relationship is likely lifelong
Hugh Murray, IMAX
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
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 helpful and easy to work with.
Shelagh Ross, Writer/editor
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 have a solid plan for my future and retirement.
Welcome To Peter Watson Investments
Peter Watson Investments differences:
Our main goal is to understand your financial situation and then work with you closely to make all of your financial goals achievable. You can think of us as your “family’s VP finance” or “financial coach”.
- Fee for service
- Fee transparency
- Independent firm
2. Wealth Managers
- Financial planning and management
- Tax planning
- Investment advice*
- Retirement planning
- Estate planning
- Risk management
- Education planning
- Cash flow projections
- Personal income tax returns
3. Investment Philosophy
- Low cost
- Tax effective