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Morgan Pudel

Morgan Pudel,

CIM ®, CFP® Wealth Advisor & Associate Portfolio Manager

Morgan believes strongly in a total wealth approach that looks beyond investments to understand each client’s full financial picture and helps to build a plan that supports their goals at every stage.

She has worked in the investment industry since 2009, beginning her career with major banks and progressing from administration to an Associate Advisor role. Along the way, Morgan earned both the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. She is also licensed to provide insurance solutions.

Born and raised in Edmonton, Morgan still calls it home. Outside of work, she enjoys spending time with her family, baking, camping, and travelling.

Morgan is proud to support organizations such as STARS Air Ambulance, the Stollery Children’s Hospital Foundation, and the Edmonton Humane Society.

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