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Morgan Steele

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:


416.869.7903
1.800.382.9280 (Toll Free Canada)
1.800.382.9280 (Toll Free US)
Fax: 416.947.8245

CFA

Photo of Morgan Steele

The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.

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