Established in 1991, Peter Watson Investments is a fee-for-service Wealth Management firm located in downtown Oakville.
Peter Watson Investments has been awarded “Number 1 Financial Planner” for 11 years by the Oakville Beaver. Our knowledgeable team provides comprehensive and personalized financial services to help you meet your objectives. We work closely with you to help you make informed and confident decisions about your money and to develop and implement a customized wealth management plan based on sound financial principles and strategies. Our goal is to simplify your financial life so you can spend more time doing what you love.
Our approach to wealth management is transparent and accountable. Our clients want fees that are transparent and fair and that is what we offer. We discuss fees before you become a client. Fees are clearly listed on regular investment statements and at the end of the year fees on non-registered accounts can be claimed as a tax deduction on your personal income tax return.
If you would like to know more about how we can help you realize your financial goals, we would be happy to meet with you.