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
CEO | Wealth Manager
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

clear

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
Wealth Manager | Business Development
MBA, CFP®, CIM®

Jennifer Watson

Jennifer Watson is a wealth manager and the head of business development at Watson Investments, formerly Peter 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 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 Vice President of the Oakville Chamber of Commerce Young Professional and Entrepreneur Group, a member of Estate Planners' Council of Halton, as well as the CEO Global Group, and lends her expertise to an Investment Study Group. She also devotes time to her Alma Mater, Ivey Business School.

In addition to her client work, Jennifer loves the outdoors. In the summer she gets together with friends and family at their cottage in northern Ontario and tackles the 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.

To ask Jennifer to speak call her at (905) 842 – 2100 ext. 103 or e-mail her at jennifer@watsoninvestments.com

clear

Jennifer Watson

Jennifer Watson is a wealth manager and the head of business development at Watson Investments, formerly Peter 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 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 Vice President of the Oakville Chamber of Commerce Young Professional and Entrepreneur Group, a member of Estate Planners' Council of Halton, as well as the CEO Global Group, and lends her expertise to an Investment Study Group. She also devotes time to her Alma Mater, Ivey Business School.

In addition to her client work, Jennifer loves the outdoors. In the summer she gets together with friends and family at their cottage in northern Ontario and tackles the 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.

To ask Jennifer to speak call her at (905) 842 – 2100 ext. 103 or e-mail her at jennifer@watsoninvestments.com

Doug Hirano
Wealth Manager
CFA, CFP®, BMath

Doug Hirano

Doug is passionate about helping clients simplify and achieve their unique financial potential.  With a 35-year career in financial services, Doug offers broad financial planning and investment experience. He believes it is crucial to first understand clients’ current and future financial goals and life aspirations.  This allows him to guide them to plan and reach their financial potential by facilitating consistently informed decisions.  Doug’s services include formulating strategies involving cash management, risk management, estate planning, and identifying tax saving opportunities.

“My services are tailored to a client’s unique needs and I am committed to providing professional financial advice built on a foundation of trust and integrity.”

Doug is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).

Away from the office Doug enjoys sports and the outdoors. Tennis and golf are his greatest passions, but he also loves to travel the globe with his wife and family.  Doug believes in giving back to the community and has recently contributed time to Volunteer Builders, an Oakville based not-for-profit organization whose central purpose is to design and build at least one structure each year for a worthy community-oriented recipient.

(905) 842 – 2100 ext. 104    doug@peterwatsoninvestments.com

clear

Doug Hirano

Doug is passionate about helping clients simplify and achieve their unique financial potential.  With a 35-year career in financial services, Doug offers broad financial planning and investment experience. He believes it is crucial to first understand clients’ current and future financial goals and life aspirations.  This allows him to guide them to plan and reach their financial potential by facilitating consistently informed decisions.  Doug’s services include formulating strategies involving cash management, risk management, estate planning, and identifying tax saving opportunities.

“My services are tailored to a client’s unique needs and I am committed to providing professional financial advice built on a foundation of trust and integrity.”

Doug is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).

Away from the office Doug enjoys sports and the outdoors. Tennis and golf are his greatest passions, but he also loves to travel the globe with his wife and family.  Doug believes in giving back to the community and has recently contributed time to Volunteer Builders, an Oakville based not-for-profit organization whose central purpose is to design and build at least one structure each year for a worthy community-oriented recipient.

(905) 842 – 2100 ext. 104    doug@peterwatsoninvestments.com

Adam Jaekel
Wealth Manager

Adam Jaekel

Adam joined the team at Peter Watson Investments in June 2019.

Adam focuses on understanding clients’ current and future needs, and then works with them and the team at Peter Watson Investments to develop an evidence-based, objective, financial strategy. Satisfaction comes from building clients’ trust and helping them navigate the financial planning landscape. Adam believes his commitment to taking the worry out of financial planning lets clients get on with the things that really matter in life: family, friends, and ambitions.

Prior to joining Peter Watson Investments, Adam worked with TD, providing financial advice to clients through personalized solutions.

When he’s not at work Adam enjoys all aspects of fitness, sports, and the great outdoors. He applies the same active lifestyle when traveling, having backpacked through 13 European countries.

Adam is a CFA Level 3 candidate and holds a BA in Finance and Economics from Western University.

905 842 2100 ext. 109  adam@peterwatsoninvestments.com

clear

Adam Jaekel

Adam joined the team at Peter Watson Investments in June 2019.

Adam focuses on understanding clients’ current and future needs, and then works with them and the team at Peter Watson Investments to develop an evidence-based, objective, financial strategy. Satisfaction comes from building clients’ trust and helping them navigate the financial planning landscape. Adam believes his commitment to taking the worry out of financial planning lets clients get on with the things that really matter in life: family, friends, and ambitions.

Prior to joining Peter Watson Investments, Adam worked with TD, providing financial advice to clients through personalized solutions.

When he’s not at work Adam enjoys all aspects of fitness, sports, and the great outdoors. He applies the same active lifestyle when traveling, having backpacked through 13 European countries.

Adam is a CFA Level 3 candidate and holds a BA in Finance and Economics from Western University.

905 842 2100 ext. 109  adam@peterwatsoninvestments.com

David Granik
Wealth Manager
CFP®

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 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.

clear

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 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.

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@peterwatsoninvestments.com

clear

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@peterwatsoninvestments.com

Watson Investments
Sign-up to our newsletter