ABOUT
Our Mission is to provide the most effective financial solutions possible - with a focus on Risk & Wealth Management. Often these disciplines are kept apart, yet the most successful individuals, families and businesses utilize strategies that bring them together.
You work hard, you work smart, you deserve to live with less stress about your money and what the future holds. We do what we do so that our clients never have to compromise what is important to them in the midst of life's changing events.
Our experience and background enables us to provide many well-known, and some very effective not so well-known approaches to saving, investing, insuring and optimizing debt. Afterall, your financial well being deserves an individualistic approach, not just cookie-cutter formulas.
We also work well with our clients' tax and legal advisors, and pride ourselves on a cooperative approach.
Our goal always, is that years later, you are glad that we had our first meeting and proceeded to work together.
PARTNERS
Eric B. Watchorn, B.A.
President
Award Winning Advisor
Corporate Financial Coach
Extensive domestic & international business experience enables Eric to work for business owners & families with a view that goes beyond regular planning.
Eric's unique skill set is offered as a result of having been involved with global stock markets with the past ownership of trading floors in Canada and Asia (was also a member of NASDAQ, and spent time on the NYSE). He is also experienced with private equity assets and specialized training in relation to personal & corporate insurance optimization strategies, and segregated funds.
As an independent advisor, Eric is able to work to the full interests of his clients and not be captured by one particular institution, investment product, agenda or insurance carrier. Eric follows through with a deep commitment to value, results and financial education/literacy.
Post university qualifications include CSC, Branch Mgr, EMP (Exempt Proficiency Course), LLQP, S24, and S55, and being one of only 200 North American Authorized 'Bank On Yourself' Advisors.
Winner of the Bank On Yourself 'Nelson Nash' Canadian Top Producer Award.
Layna Watchorn
Administrative Assistant
Layna's background includes hotel management, finance manager for a high end dealership in Victoria, as well as 13 years with a major Canadian Bank where her responsibilities ranged from all areas of customer service to training staff.
Additionally, Layna's experience includes the administration and the training of executives in the field of nurture marketing. This took her across Canada and the United States.
Layna holds also certifications in Nutrition and Phytotherapy.
Her attention to detail helps Watchorn Risk & Wealth Management Corp. with all aspects of administration.
COLLEGUE ADVISORS
We work collaboratively with trusted associates to achieve the necessary expertise you as a client deserve.
Steve Pearce
Commercial Insurance Specialist
(SeaFirst Insurance Brokers)
Ly Siu
Employee Benefits Specialist & HR Consultant
(Ly Siu Consulting)
Michael Baker, CPA, CA
Financial Advisor | Tax Expert
(Baker Wealth)
CONTACT US
Ready to truly understand all your financial options?
Contact us!
Thank you in advance for your interest!
Victoria, BC Office Address
via HUB Financial's office:
Unit #302 - 4400 Chatterton Way
Victoria, BC
V8X 5J2