Morgan has worked in the investment industry since 2009 with the larger banks. Her role evolved from administration to associate advisor. She has earned the Chartered Investment Manager (CIM) designation and the Certified Financial Planner (CFP) designation. Morgan is an advocate of the total wealth process. This is a comprehensive client experience which strives to understand and assist clients in achieving their financial goals.
Morgan was born and raised in Edmonton, where she spends most of her free time with her family. She enjoys baking, camping, travelling, and a game of shinny when time allows. Morgan is a supporter of S.T.A.R.S. and the Stollery Children’s Hospital Foundation.
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