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Quarterly Market Update
The webinar will review the markets performance over the previous quarter. Volatility, market segment performance and asset class returns will be discussed.
Duration - 30min.

Jul 20, 2022 12:00 PM in Eastern Time (US and Canada)

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Speakers

Peter Watson, MBA, CFP®, R.F.P., CIM®, FCSI
Founder @Watson Investments
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. 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.
Jennifer Watson, MBA, CFP®, CIM®
Managing Partner @Watson Investments
Jennifer is a partner with Watson Investments, a holistic wealth management firm established in 1991. 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. Jennifer provides investment advice and securities products through Aligned Capital Partners Inc., a member of IIROC and the CIPF. (905) 842 – 2100 ext. 103 jennifer@watsoninvestments.com
Doug Hirano, CFA, CFP®
Wealth Manager @Watson Investments
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