Peter C. Watson
MBA, CFP®, R.F.P., CIM®, FCSI
CEO | Wealth Manager
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 email@example.com
Wealth Manager | Business Development
Like many of you, Jennifer gained her passion for her career at an early age. As both parents were, and continue to be, experts in the wealth management field, she grew up in the financial industry.
One of the most satisfying aspects of Jennifer’s career is when she gets to help her clients navigate the challenges and complexities of their personal financial circumstances, and plan for their futures.
Her formal education and 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 devotes time to her Alma Mater by networking with Ivey Business School MBA candidates, as well as the Oakville Chamber of Commerce Young Professional and Entrepreneur Group. She is a member of Estate Planners' Council of Halton, sits on an invitations only Investment Study Group, and CEO Global Group, which is a group of business owners and senior leaders.
In addition to her client work, Jennifer likes to get together with friends and family at their cottage in northern Ontario. Her sense of adventure has taken her around the world, including riding camels through the Sahara Desert and scuba diving in Thailand and Indonesia.
Jennifer also enjoys fitness and sports, and spends many fun-loving hours with her dog, Abby.
Jennifer is available for speaking opportunities.
To ask Jennifer to speak call her at (905) 842 – 2100 ext. 103 or e-mail her at firstname.lastname@example.org
CFA, CFP, BMath
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 email@example.com
Monica L. Vincent
With over 20 years in the financial services industry, Monica’s enthusiasm shines when helping clients pursue their long-term objectives. As a financial planning expert, Monica has extensive experience formulating individualized financial solutions in cash and risk management, retirement planning, tax savings opportunities, and estate planning.
Monica is a Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI). She has a Bachelor of Education degree as well as a Business Administration diploma.
When Monica is away from the office she is busy with her two young boys and their dog. She enjoys sports, the outdoors, working in the garden and traveling with her husband and children.
(905) 842 – 2100 ext. 108 firstname.lastname@example.org
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 email@example.com