Jeffrey Watson CFA®
Portfolio Manager, Investment Advisor
Tel: 902.490.8113 Cell: 902.817.0394

Jeffrey has over 15 years of industry experience. Raised in a military family, Jeffrey began his career in private equity in Toronto leading middle market transactions and working directly with successful Canadian entrepreneurs to create and unlock wealth. Beginning in 2016, he served as an executive leading the investment team at a $3.0Bn multi-asset management firm investing in stocks, bonds, private equity, private credit, real assets and hedge funds. Most recently, Jeffrey served on the investment team of a $2.5Bn private equity secondaries firm where he helped lead origination, transaction execution and product structuring on behalf of the firm’s high net worth and institutional clients. Jeffrey graduated from McGill University with a Bachelor of Arts (Military History), Queen’s University with a Master of Finance and is a CFA Charterholder.

Jeffrey moved to Halifax, Nova Scotia during the global pandemic to be closer to family. He has been fortunate to live and travel across Canada, Europe and Asia and enjoys time spent travelling, hunting, fishing, and with family.

Allyson Watson
Investment Advisor
Tel: 902.490.8112 Cell: 902.580.6680

A native of Dartmouth, Nova Scotia, Allyson began her capital markets career in Toronto at one of Canada’s premier value investing firms where she helped raise over $2Bn during her five-year tenure. She transitioned to fixed income markets after seeing an opportunity to diversify and complement her clients' portfolios in what was a challenging market environment for traditional fixed income strategies. During this period, she led business development and capital raising efforts for some of Canada’s most successful credit hedge firms. Having worked with many of Canada’s most successful investors, Allyson offers her clients insight into both equity and credit markets.

Allyson is a volunteer member of the Board of the Canadian Museum of Immigration at Pier 21 and is actively involved in the museum’s fundraising efforts. Allyson is a devoted mother, is passionate about lifelong learning and enjoys a house full of friends and family.

Allyson attended Mount Saint Vincent and NSCC where she earned a Diploma in Business Administration (Accounting Concentration) and has since earned several industry qualifications.