WPCA Top 50 Advisor: Jeff Watchorn and Oliver Gilbert

WPCA Top 50 Advisor: Jeff Watchorn and Oliver Gilbert

WPCA Top 50 Advisor: Jeff Watchorn and Oliver Gilbert Jeff Watchorn
Name: Jeff Watchorn

Question: What are the biggest issues facing the financial advice industry today?
 
Answer: We see a lot variance in advice across the industry, however at the higher end of the advisory market, the advice tends to be more consistent and generally of higher quality. I think there are issues surrounding regulation and transparency of fees, but rather than issues we see these as making the industry better for advisors and clients. Moves toward transparency are good for our industry.
 
Current: 
  • Investment Advisor, CIBC Wood Gundy (1994)
  • Previous:
    Years of Experience:
    18 Years
    ACHIEVEMENTS/RECOGNITIONS:
    • Ranked #42 among Canada’s Top Advisors by Wealth Professional Magazine
    AFFILIATIONS:
    • Director, CIBC Wood Gundy Caring for Kids Fund
    EDUCATION:
    • Math and Computer Science, McGill University (1994)
    Birthday                            
    Current Town

    Vancouver, British Columbia

    Hometown  
    Family Father of 3 children
    Interests Cycling, Yoga, Skiing, Travelling
    Other Information  


    Name: Oliver Gilbert
     
    Current: 
  • Investment Advisor, CIBC Wood Gundy
  • Previous:
    Years of Experience:
    18 Years
    ACHIEVEMENTS/RECOGNITIONS:
    AFFILIATIONS:
    • Director at CIBC Wood Gundy Caring for Kids Fund: provides food and shelter at the 5 Downtown Eastside Elementary Schools.
    EDUCATION:
    • MCGill University, Math and Computer Science
    Birthday                            
    Current Town

     

    Hometown  
    Family Father of 3 children
    Interests
    • Cyclist
    • Yogi
    • Skiing
    • Travelling
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014