A Team You Can Trust

About Our Team

Our team is committed to your peace of mind and financial success. We work closely with you to create a clear financial plan to help you achieve your desired lifestyle today and into the future. Watson Investments hires intelligent caring professionals to help service our clients.

Clients benefit from the team’s insights and depth of knowledge, from our team approach. The family feel we have internally translates to the trust and care our clients experience.

Peter C. Watson
Founder
MBA, CFP®, R.F.P., CIM®, FCSI

Peter  C. Watson

Peter Watson founded Peter Watson Investments in 1991. He specializes in creating comprehensive, customized, wealth management strategies for his 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.

Peter provides investment advice and securities products through Aligned Capital Partners Inc., a member of IIROC and the CIPF. Click on Investments – ACPI for more information. 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 peter@watsoninvestments.com

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Peter  C. Watson

Peter Watson founded Peter Watson Investments in 1991. He specializes in creating comprehensive, customized, wealth management strategies for his 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.

Peter provides investment advice and securities products through Aligned Capital Partners Inc., a member of IIROC and the CIPF. Click on Investments – ACPI for more information. 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 peter@watsoninvestments.com

Jennifer Watson
Managing Partner
MBA, CFP®, CIM®

Jennifer Watson

Jennifer Watson is Managing Partner at Watson Investments.

Jennifer is a Certified Financial Planner, Chartered Investment Manager, and Portfolio Manager with an MBA from Ivey Business School.

Credibility, expertise, and trust are the three qualities Jennifer believes clients and potential clients expect from wealth managers. Supported by a professional team, she delivers on her beliefs to build long-term relationships and provide peace of mind to her growing client base.

Her industry certifications, combined with her ease of conversation and ability to connect with people, gives clients a clear sense of being in the right place at the right time.

Networking and leadership come naturally to Jennifer. She is a member of Estate Planners' Council of Halton, CEO Global Group, The Oakville Chamber of Commerce Board of Directors, The Chamber Board Finance Committee, and is a judge for the Oakville Awards for Business Excellence. Additionally, she is part of an Investment Study Group of industry peers.

Jennifer is an industry expert writer and speaker. If you would like to book Jennifer as a guest or keynote speaker, please email her at jennifer@watsoninvestments.com

In addition to her client work, Jennifer loves the outdoors. In the summer she gets together with friends and family at the family cottage in northern Ontario and tackles the ski slopes in Collingwood in the winter. Her sense of adventure has taken her around the world, including riding camels through the Sahara Desert, scuba diving in Thailand and Indonesia, and surfing with her dad.

Jennifer also enjoys many fun-loving hours with her dogs, Abby and Inca.

Jennifer provides investment advice and securities products through Aligned Capital Partners Inc., a member of IIROC and the CIPF. Click on Investments – ACPI for more information.

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Jennifer Watson

Jennifer Watson is Managing Partner at Watson Investments.

Jennifer is a Certified Financial Planner, Chartered Investment Manager, and Portfolio Manager with an MBA from Ivey Business School.

Credibility, expertise, and trust are the three qualities Jennifer believes clients and potential clients expect from wealth managers. Supported by a professional team, she delivers on her beliefs to build long-term relationships and provide peace of mind to her growing client base.

Her industry certifications, combined with her ease of conversation and ability to connect with people, gives clients a clear sense of being in the right place at the right time.

Networking and leadership come naturally to Jennifer. She is a member of Estate Planners' Council of Halton, CEO Global Group, The Oakville Chamber of Commerce Board of Directors, The Chamber Board Finance Committee, and is a judge for the Oakville Awards for Business Excellence. Additionally, she is part of an Investment Study Group of industry peers.

Jennifer is an industry expert writer and speaker. If you would like to book Jennifer as a guest or keynote speaker, please email her at jennifer@watsoninvestments.com

In addition to her client work, Jennifer loves the outdoors. In the summer she gets together with friends and family at the family cottage in northern Ontario and tackles the ski slopes in Collingwood in the winter. Her sense of adventure has taken her around the world, including riding camels through the Sahara Desert, scuba diving in Thailand and Indonesia, and surfing with her dad.

Jennifer also enjoys many fun-loving hours with her dogs, Abby and Inca.

Jennifer provides investment advice and securities products through Aligned Capital Partners Inc., a member of IIROC and the CIPF. Click on Investments – ACPI for more information.

David Granik
Wealth Manager
CFP® CIM®

David Granik

David looks to simplify our client’s lives, understanding that offering them peace of mind and sound guidance through all walks of life is invaluable. David recognizes that everyone’s life and financial situations are different, and being able to provide clear, effective, and appropriate solutions tailored to each client’s unique circumstances is something that David has excelled at and continues to work upon.

Prior to joining Watson Investments, David worked at one of the major Canadian banks and various financial planning firms. Over that period, he gained exposure to a multitude of differing circumstances, from Business Owners to Doctors and Executives, which now allows him to examine situations from a number of different perspectives.

David holds his Certified Financial Planner (CFP®) Designation and Chartered Investment Manager (CIM) Designation along with a Bachelor’s Degree in Business Administration (Finance), and a Diploma in Financial Planning. Some of the industry courses David has taken include Life License Qualification Program (LLQP), Derivatives Fundamentals and Options Licensing Course.

Outside of the office, David enjoys being physically active. You can often find him working out in the local YMCA, exploring nearby trails, or strolling the streets of Downtown Oakville with his dog, Winnie. When he is not busy exploring his own backyard, David also enjoys travelling to far-off destinations and spending time with family and friends.

(905) 842 – 2100 ext. 108   david@watsoninvestments.com

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David Granik

David looks to simplify our client’s lives, understanding that offering them peace of mind and sound guidance through all walks of life is invaluable. David recognizes that everyone’s life and financial situations are different, and being able to provide clear, effective, and appropriate solutions tailored to each client’s unique circumstances is something that David has excelled at and continues to work upon.

Prior to joining Watson Investments, David worked at one of the major Canadian banks and various financial planning firms. Over that period, he gained exposure to a multitude of differing circumstances, from Business Owners to Doctors and Executives, which now allows him to examine situations from a number of different perspectives.

David holds his Certified Financial Planner (CFP®) Designation and Chartered Investment Manager (CIM) Designation along with a Bachelor’s Degree in Business Administration (Finance), and a Diploma in Financial Planning. Some of the industry courses David has taken include Life License Qualification Program (LLQP), Derivatives Fundamentals and Options Licensing Course.

Outside of the office, David enjoys being physically active. You can often find him working out in the local YMCA, exploring nearby trails, or strolling the streets of Downtown Oakville with his dog, Winnie. When he is not busy exploring his own backyard, David also enjoys travelling to far-off destinations and spending time with family and friends.

(905) 842 – 2100 ext. 108   david@watsoninvestments.com

Kathryn Teichroew
Wealth Manager
CFP®

Kathryn Teichroew

Kathryn blends her robust knowledge of the financial services industry, economics, and market conditions with her organizational chops and work ethic to help clients reach their financial goals. Her client-centered vision of financial success enables her to cultivate a trusting client experience.  She has a keen eye for risk and performance expectations and is dedicated to providing holistic wealth management strategies that help clients make smart decisions about their money.

She believes that the client-advisor relationship is built on trust.  One way she seeks to earn trust is to practice a disciplined follow through. The client’s priorities are always first.

Before joining Watson Investments, she spent 17 years in the financial services industry at a large Canadian bank. She is excited to bring her high level of professionalism and experience to Watson Investments.

Kathryn is a Certified Financial Planner (CFP®).

She believes in investing in people. She has mentored young women coming into the industry and plans to continue helping future leaders of tomorrow.

Outside of the office Kathryn enjoys fitness, tennis, camping, travel, spending time with family and friends, and the Buffalo Bills.

(905) 842 – 2100 ext. 109   kathryn@watsoninvestments.com

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Kathryn Teichroew

Kathryn blends her robust knowledge of the financial services industry, economics, and market conditions with her organizational chops and work ethic to help clients reach their financial goals. Her client-centered vision of financial success enables her to cultivate a trusting client experience.  She has a keen eye for risk and performance expectations and is dedicated to providing holistic wealth management strategies that help clients make smart decisions about their money.

She believes that the client-advisor relationship is built on trust.  One way she seeks to earn trust is to practice a disciplined follow through. The client’s priorities are always first.

Before joining Watson Investments, she spent 17 years in the financial services industry at a large Canadian bank. She is excited to bring her high level of professionalism and experience to Watson Investments.

Kathryn is a Certified Financial Planner (CFP®).

She believes in investing in people. She has mentored young women coming into the industry and plans to continue helping future leaders of tomorrow.

Outside of the office Kathryn enjoys fitness, tennis, camping, travel, spending time with family and friends, and the Buffalo Bills.

(905) 842 – 2100 ext. 109   kathryn@watsoninvestments.com

Marina Vukosa
Client Services

Marina Vukosa

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 marina@watsoninvestments.com

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Marina Vukosa

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 marina@watsoninvestments.com

Bernadette Caleon
Office Administrator & Marketing Coordinator

Bernadette Caleon

With over 10 years of marketing experience, Bernadette brings a wealth of experience stemming from brand management, social media and e-marketing campaigns and event coordination. She believes that success in brand management is a balanced act between interpreting data and keeping up with ever-evolving marketing trends. With a creative eye, Bernadette is passionate about out-of-the-box marketing strategies. Prior to joining the Watson Investments team, Bernadette played an integral part in the success of a family-owned and well-known bespoke cake studio in Milton. One of her roles as creative director proudly landed their work in multiple publications circulating both online and print across North America. As an analytical thinker and multi-tasking whiz, Bernadette believes one of the keys to a successful business is to have a strong foundation that starts with a well-organized office administration.

905-842-2100 ext. 105 bernadette@watsoninvestments.com

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Bernadette Caleon

With over 10 years of marketing experience, Bernadette brings a wealth of experience stemming from brand management, social media and e-marketing campaigns and event coordination. She believes that success in brand management is a balanced act between interpreting data and keeping up with ever-evolving marketing trends. With a creative eye, Bernadette is passionate about out-of-the-box marketing strategies. Prior to joining the Watson Investments team, Bernadette played an integral part in the success of a family-owned and well-known bespoke cake studio in Milton. One of her roles as creative director proudly landed their work in multiple publications circulating both online and print across North America. As an analytical thinker and multi-tasking whiz, Bernadette believes one of the keys to a successful business is to have a strong foundation that starts with a well-organized office administration.

905-842-2100 ext. 105 bernadette@watsoninvestments.com

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