Morgan has a very well-rounded financial background in equities, fixed income and alternatives. His previous positions as a High Yield Bond Analyst at IA Clarington and as a Research Analyst for a global hedge fund help him to create modern portfolios that deviate from the traditional 60/40 mix. He believes in the value of asset allocation and diversification to provide returns, and always looks to be protected on the downside. Morgan holds a Bachelor of Commerce from Dalhousie University where he was on the Dean’s list and is a CFA Charterholder. He is also fully options licensed.Contact:
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