Morgan enjoys creating modern portfolios that deviate from the traditional 60/40 mix.
Morgan holds a Bachelor of Commerce (Finance) from Dalhousie University, and is a CFA Charterholder. He boasts a very well-rounded financial background, with previous roles as both a High Yield Bond Analyst and Equity Research Analyst. To hone his understanding of distressed debt, Morgan spent a stint in New York City with a hedge fund. Morgan is fully options licensed, in order to assist our clients in managing risk and exposure within their portfolios through derivatives trading.
As a former competitive golfer, Morgan can often be found on the green. He is an avid reader who enjoys staying active (working out, running or playing beach volleyball.) He is a proud supporter of the Canadian Cancer Society and the work that they do.Contact:
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