Jeff Morrow
Jeff holds a degree in Economics from Simon Fraser University.
He began as an Investment Advisor in 1992 at RBC Dominion Securities.
In 1994, Jeff and Brad Berti began their partnership and opened their first brokerage branch in Vancouver for a large Canadian investment firm.
Jeff is also licensed in options.
Brad Berti, CIM®
Brad holds a degree from Simon Fraser University in finance and marketing, where he earned both provincial and open university scholarships.
He began his career in finance in 1987 at Pemberton Houston Willoughby Inc and became an Investment Advisor in 1989.
In 1994, Brad and Jeff Morrow opened their first brokerage branch in Vancouver for a large Canadian investment firm.
He is a Portfolio Manager and Senior Wealth Advisor, and has held positions as an Assistant and Branch Manager prior to joining CIBC Wood Gundy in September 2011.
Brad is a Chartered Investment Manager and licensed in options.
Sara Morrow
Sara graduated from the Sauder School of Business at UBC in 2024, earning her Bachelor of Commerce degree . While pursuing her B.Comm, she was a Teaching Assistant, worked a Co-op position with CIBC Wood Gundy and served in multiple executive positions within clubs and organizations on campus. Sara’s excellent organizational skills, attention to detail and enthusiastic commitment to providing a high level of service is an invaluable asset to the Team.