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

Watkins Group

  • Home
  • Who We Are
  • What We Do
    • Financial Planning
    • Investment Advice
    • Registered Savings Solutions
    • Estate Planning
    • Business Transition Planning
    • Charitable Giving
  • How We Do It
  • What's Happening
    • "It's Only Money"
    • Upcoming Events
    • Blog
  • Where To Find Us

Home

Our Story

 

Narration

Visuals

At the Watkins Group, our success stems from two key principles.

Beautiful establishing outdoor shots of an advisor fly fishing, casting a line gracefully across a tranquil river

First, we prioritize you.

Close up shot of advisor fishing

Understanding your goals, what's important to you, and why it matters is at the heart of what we do. Your needs drive every decision we make, shaping your unique wealth journey.

Mike Watkins at home, speaking directly to the camera, creating a warm and personal connection

Second, our core business beliefs guide our every move, instilling confidence in our clients about their financial future.

Advisor walking their dog and/or playing with their dog in a park.

Many of our clients find us through referrals from friends or trusted professionals, a testament to our commitment to exceptional service.

A welcoming office environment, with advisors greeting a new client with a hand shake, the atmosphere warm and professional.

When you reach out to us, the first step is what we call "the meeting of the hearts and minds." It's a chance to get to know each other and determine if we're the right fit to help you achieve your financial aspirations.

An advisor meeting with a client in a comfortable, informal setting, engaging in a friendly conversation

We believe in the power of personal connections.

Advisor and client interacting with one another.

We recognize that money and investing can be emotional, so we ensure consistent, clear communication to keep you informed and reassured.

Mike Watkins at home, speaking directly to the camera, creating a warm and personal connection

Our disciplined approach to investing means we stay focused on your long-term goals, avoiding the pitfalls of market fluctuations and fleeting trends.

An advisor reviewing investment options with a client, transitioning to a scene of the team analyzing market data.

Our advisors are more than just financial experts; they are people who understand the importance of family and personal passions. This connection helps us serve you better.

Advisors engaged in various personal activities, such as spending time with family and participating in hobbies.

At the Watkins Group, we look forward to getting to know you and embarking on this journey together.

Mike Watkins at home, speaking directly to the camera again, reinforcing the personal touch.

My name is Mike Watkins, lead advisor for the Watkins Group.

Mike walking out of his home

The Watkins Group. Your future, our priority.

Fade to branding/logo

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

 

Michael Watkins is an Investment Advisor with CIBC Wood Gundy in Victoria. The views of Michael Watkins do not necessarily reflect those of CIBC World Markets Inc.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor

 

 

Narration

Visuals

At the Watkins Group, our success stems from two key principles.

Beautiful establishing outdoor shots of an advisor fly fishing, casting a line gracefully across a tranquil river

First, we prioritize you.

Close up shot of advisor fishing

Understanding your goals, what's important to you, and why it matters is at the heart of what we do. Your needs drive every decision we make, shaping your unique wealth journey.

Mike Watkins at home, speaking directly to the camera, creating a warm and personal connection

Second, our core business beliefs guide our every move, instilling confidence in our clients about their financial future.

Advisor walking their dog and/or playing with their dog in a park.

Many of our clients find us through referrals from friends or trusted professionals, a testament to our commitment to exceptional service.

A welcoming office environment, with advisors greeting a new client with a hand shake, the atmosphere warm and professional.

When you reach out to us, the first step is what we call "the meeting of the hearts and minds." It's a chance to get to know each other and determine if we're the right fit to help you achieve your financial aspirations.

An advisor meeting with a client in a comfortable, informal setting, engaging in a friendly conversation

We believe in the power of personal connections.

Advisor and client interacting with one another.

We recognize that money and investing can be emotional, so we ensure consistent, clear communication to keep you informed and reassured.

Mike Watkins at home, speaking directly to the camera, creating a warm and personal connection

Our disciplined approach to investing means we stay focused on your long-term goals, avoiding the pitfalls of market fluctuations and fleeting trends.

An advisor reviewing investment options with a client, transitioning to a scene of the team analyzing market data.

Our advisors are more than just financial experts; they are people who understand the importance of family and personal passions. This connection helps us serve you better.

Advisors engaged in various personal activities, such as spending time with family and participating in hobbies.

At the Watkins Group, we look forward to getting to know you and embarking on this journey together.

Mike Watkins at home, speaking directly to the camera again, reinforcing the personal touch.

My name is Mike Watkins, lead advisor for the Watkins Group.

Mike walking out of his home

The Watkins Group. Your future, our priority.

Fade to branding/logo

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

 

Michael Watkins is an Investment Advisor with CIBC Wood Gundy in Victoria. The views of Michael Watkins do not necessarily reflect those of CIBC World Markets Inc.

 

If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor

 

 

Back to Video
 

Contact us

Address

Watkins Group Address
730 View Street
9th Floor
Victoria, BC V8W 1J8
Telephone number: (250) 298-4845
Toll-free: 1 (800) 561-5864
Fax: (250) 361-2270
 

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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.