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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.

Apr 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
Adam Jaekel, CFA
Wealth Manager @Watson Investments
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 holds the Chartered Financial Analyst (CFA) designation. 905 842 2100 ext. 109 adam@watsoninvestments.com