webinar register page

Webinar banner
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.

Oct 19, 2022 12:00 PM in Eastern Time (US and Canada)

* Required information
Loading

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
David Granik, CFP®, CIM®
Wealth Manager @Watson Investments
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. 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.