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.
Beth Watt, FCSI
Beth began her career in the financial services industry in 1987 at Pemberton Houston Willoughby Inc and joined CIBC Wood Gundy in 1995.
Her extensive knowledge, administrative expertise and ongoing commitment to a high level of service have proven to be an invaluable asset.
Beth holds the Fellow of the Canadian Securities Institute (FCSI) designation and is licensed in options.