James Gilbert: Email & Phone Number

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Associate Private Wealth Advisor at IP Private Wealth™|Ottawa, Ontario, Canada

Position:

Associate Private Wealth Advisor at IP Private Wealth™

Location:

Ottawa, Ontario, Canada

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Last updated: 2025-12-15

Updated: 2025-12-15

Found email addresses for James Gilbert:

Business emails:

**@gmail.com

Found phone for James Gilbert:

+1-***-***-4780

A different James Gilbert?

Work Experience 10 years

Associate Private Wealth Advisor at IP Private Wealth™

Jun 2025 - Current

Associate Portfolio Manager at CrossPoint Financial | iA Private Wealth Inc.

Jan 2025 - Jun 2025

Associate Investment Advisor at CrossPoint Financial | iA Private Wealth Inc.

Feb 2020 - Jan 2025

Licensed Assistant at CrossPoint Financial | iA Private Wealth Inc.

Nov 2017 - Feb 2020

Associate Portfolio Manager at iA Private Wealth USA

Jan 2025 - Jun 2025

Associate Investment Advisor at iA Private Wealth USA

Jan 2023 - Jan 2025

Trade Representative at TD

Nov 2016 - Nov 2017

James Gilbert started working in 2016, then the employee has changed 3 companies and 4 jobs. On average, James Gilbert works for one company for 1 year 9 months.

Their professional focus is Charitable Gift Planning, Cross-Border Accounts, and Estate Planning across 3 core areas.

Frequently Asked Questions

What is James Gilbert's email address?

SignalHire found a verified business email address for James Gilbert: **@gmail.com.

What is James Gilbert's phone number?

SignalHire found a verified phone number for James Gilbert: +1-***-***-4780.

How do I contact James Gilbert at IP Private Wealth™?

You can reach James Gilbert through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is James Gilbert's professional background?

James Gilbert has 10 years of professional experience. They have held roles including Associate Portfolio Manager, Associate Investment Advisor, and Licensed Assistant at companies such as CrossPoint Financial | iA Private Wealth Inc., CrossPoint Financial | iA Private Wealth Inc., and CrossPoint Financial | iA Private Wealth Inc..

Is James Gilbert's contact information up to date?

Yes. James Gilbert's SignalHire profile was last updated on 15 December 2025, reflecting their current position as Associate Private Wealth Advisor at IP Private Wealth™.

James Gilbert Namesakes

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James Gilbert

TQ SYSTEMS

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James Gilbert

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James Gilbert

BDO USA

Assurance Intern

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