Based in downtown Oakville, Watson Investments is a family-owned wealth management firm that has been guiding individuals, families, and business owners across Canada since 1991, helping them grow and safeguard their wealth through every stage of life.
With a dedicated team of eight, including experienced Portfolio Managers and Certified Financial Planners, we take a collaborative, comprehensive approach to wealth planning. Every client relationship is built on trust, transparency, and a commitment to long-term success.
Our services include retirement and estate planning, risk management, tax-efficient strategies, and financial guidance through major life transitions, including business exits, inheritance planning, and intergenerational wealth transfer. We offer a personalized, concierge-style experience tailored to the unique needs of each client – because financial planning isn’t just about numbers.
It’s about clarity, confidence, and making informed decisions at every stage of life.
If you’re unsure about how changing markets, taxes, or life transitions could affect your financial future, we’re here to help you make sense of it.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 220 Randall Street, Oakville,ontario L6j 1p7,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Wealth Management, Tax Planning, Cash Flow Management, Retirement Planning, Estate Planning, Cash Flow Projections, Risk Management, Education Planning.
- HQ
- Oakville, Ontario
Watson Investments Questions
Watson Investments's website is https://www.watsoninvestments.com/
Watson Investments's LinkedIn profile is https://ca.linkedin.com/company/watson-investments
Watson Investments has
5 employees.
View email and phone details for 5
employees at Watson Investments.
Watson Investments's industry is
Financial Services
Watson Investments's top competitors are
Paystone,
The Junk Company,
Local Tire Guys,
Champs Family Entertainment Centre,
Summit Ridge Academy,
Oakville Rangers Hockey Club,
Geotab,
Steadyclean Inc.,
Cornwall Wealth Management,
Ironwood Wealth Management Group.
Watson Investments's categories are Financial Services
Watson Investments's founding year is 1991
