James Gilbert

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

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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.

James Gilbert Namesakes

Name
Company
Position
James Gilbert
TQ SYSTEMS
Maintenance Technician
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James Gilbert
Front End Developer
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James Gilbert
Assurance Intern
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