Verified recordFinancial Services

Michael Watkins

Senior Investment Advisor at Cibc Wood Gundy

Based in Victoria, Canada

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Seniority

Director

Department

Finance & Accounting

Location

Victoria

Industry

Financial Services

Company size

3K

Contact information

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Email

1 credit

m•••••••@woodgundy.cibc.com

Phone

5 credits

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Background

About Michael Watkins

I've been a Wealth Advisor for over 20 years. We offer a full suite of wealth management and planning services, specializing in business retirement strategies. I wrote the financial planning guide “It’s Only Money” in 2003 (with updates in 2006, 2011 & 2013), which led to writing a financial Q&A column called Dollars & Sense for the Victoria Times Colonist. We focus on customer service, which, to us, means consistent contact and prudent advice. I currently serve on a number of boards and committees, and am the Past-President of the Duncan-Cowichan Chamber of Commerce. Specialties: Wealth management, retirement and estate strategies for business owners and professionals.

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