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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jeff Watchorn

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  • The Team
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The Team

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 331-5105
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The Team

Jeff Watchorn

Jeff Watchorn

Senior Investment Advisor
(604) 331-5105
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jeff.watchorn@cibc.ca
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• University of British Columbia graduate in Science & Business in 1996.

• CIBC Wood Gundy Investment Advisor since 1996.

• Chair: CIBC Wood Gundy Caring for Kids Fund: provides food and shelter at the 5 Downtown Eastside Elementary Schools.

• Father of three, community youth sports coach, avid cyclist, yoga enthusiast, runner, hiker and enjoys traveling.

 
Oliver Gilbert

Oliver Gilbert

Senior Investment Advisor
(604) 661-2365
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oliver.gilbert@cibc.ca
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Oliver Gilbert, Investment Advisor

McGill University graduate in Math & Computer Science 1994.

• CIBC Wood Gundy Investment Advisor since 1994.

• Director: CIBC Wood Gundy Caring for Kids Fund: provides food and shelter at the 5 Downtown Eastside Elementary Schools.

• Father of three children, avid cyclist, yoga, skier and enjoys traveling.

 

Grace Fung

Financial Associate
(604) 661-2374
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grace.fung@cibc.ca
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Lauren Sheldon

Financial Associate
(604) 661-7705
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Lauren.sheldon@cibc.com
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Alex Watchorn

Client Associate
(604) 331-5131
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alexander.watchorn@cibc.com
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Will Dennis

Client Associate
(604) 331-5116
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William.dennis@cibc.com
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Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

 

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

Jeremy Ma

Jeremy Ma, CFP, CFA, FMA, TEP

Wealth Strategist

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Wilton Lee

Wilton Lee, BA

Estate Planning Specialist

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.

Aleks Holtz

Aleks Holtz

Estate Planning Specialist

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

Jeremy Ma

Jeremy Ma, CFP, CFA, FMA, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Wilton Lee

Wilton Lee, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.

Aleks Holtz

Aleks Holtz

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

 

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

Jeremy Ma

Jeremy Ma, CFP, CFA, FMA, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Wilton Lee

Wilton Lee, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.

Aleks Holtz

Aleks Holtz

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.

Winnie Ho

Winnie Ho, CFP

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

 

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

Jeremy Ma

Jeremy Ma, CFP, CFA, FMA, TEP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.