About the Authors
Eric B. Watchorn
Co-Author
Eric B. Watchorn is not just a name in the financial advisory realm; he’s a distinguished figurehead, epitomizing expertise and trust in the industry. As the principal at Watchorn Risk & Wealth Management Corp., Eric brings a rich tapestry of experience to his clientele, marked by a blend of international acumen and a deep understanding of both risk and wealth management. His professional journey is a testament to his commitment to excellence, as reflected in the numerous accolades and achievements that line his career.
At the core of Eric’s professional philosophy is a unique approach to financial solutions, harmoniously integrating risk management with wealth creation. This philosophy isn’t just a tagline; it’s a mission that Eric has relentlessly pursued throughout his career. His approach is tailored, recognizing that each client’s needs are as unique as their financial fingerprints. This client-centric focus has earned him not only trust and respect but also the prestigious Bank On Yourself “Nelson Nash” Canadian Top Producer Award. It’s Eric’s expertise in global stock markets, private equity, insurance optimization strategies, and financial education that sets him apart and enables him to provide comprehensive solutions to business owners and families alike.
Eric’s background is as diverse as it is impressive. With a bachelor of arts in philosophy and political science, followed by an array of post-university qualifications (CSC, Branch Mgr, EMP, LLQP, S24, and S55), his educational foundation is robust. He’s one of the select few North American authorized “Bank On Yourself” advisors, a recognition that speaks to his specialized skills and knowledge. His past experiences include owning trading floors in Canada and Asia, being a member of NASDAQ, and spending time on the NYSE, all of which have contributed to his unique perspective on financial strategies. His media appearances, from newspaper articles to TV and radio interviews, further highlight his thought leadership in the financial sector.
Eric’s personal life is as rich and fulfilling as his professional one. Born in Germany, he now resides in Victoria, BC, Canada, with his wife of 27 years and his daughter. An avid reader and lifelong learner, Eric balances his professional pursuits with a range of hobbies, including scuba diving, yoga, resistance training, paddleboarding, and travel. These activities, along with regular walks with his wife, offer him a well-rounded life, keeping him grounded and connected to what truly matters.
Discover more about Eric B. Watchorn, his unique approach to financial solutions, and how he can make a difference in your financial journey by visiting www.wrwmcorp.com. Here, you’ll find a wealth of information and insights from a man who’s not just managing wealth but enriching lives.
Michael Baker
Co-Author
Michael Baker, CPA, CA, CFP, TEP, is not just a financial advisor; he is a visionary in the world of financial planning and tax strategies using life insurance. With over 25 years as a chartered professional accountant (formerly chartered accountant) and a notable career in owner-managed business consulting, Michael has positioned himself as a leader in transforming financial landscapes. His firm, Baker Wealth, embodies his commitment to guiding individuals and businesses toward financial efficiency, control, and safety.
Michael’s professional philosophy revolves around helping others create a life they love, a principle that extends to his financial advisory role. His approach is informed by the significant changes in the financial sector, particularly following the 2016 federal budget. Michael recognized the need for more nuanced financial guidance, especially as it pertains to taxation and the strategic use of life insurance. His belief in empowering clients to control their financial environment is a testament to his dedication to their financial well-being.
Michael’s expertise and accomplishments are substantial. A CPA for nearly three decades and a partner for 12 years, he has provided invaluable audit, tax, and consulting services to a diverse range of clients. His transition to a financial advisor six years ago was driven by his observation that small-business owners and their families require more holistic financial strategies. His achievements include being a three-time member of the Million Dollar Round Table, earning Court of the Table membership in 2024, and receiving the certified financial planner designation in 2022 and the well-recognized trust and estate practitioner designation in 2024. His unique integration of accounting and tax knowledge with financial services offers clients a distinctive perspective.
Educationally, Michael is well grounded with a BA in economics and a BCom in accounting from the University of Alberta. His professional journey took him to the Cayman Islands for a decade, enriching his global financial perspective.
Michael currently resides in Medicine Hat, Alberta, where he leads a balanced life. An accomplished athlete, he has completed seven Ironman Triathlons, a feat that speaks to his discipline and dedication. His insights into the financial world are further shared through his podcast, Financial Blind$pot$.
To learn more about how Michael Baker can assist you in reaching your financial dreams and transforming your life, visit Baker Wealth at www.bakerwealth.ca. His expertise is not just about managing wealth; it’s about enriching lives.
Discover more at www.bakerwealth.ca.
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