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Mike Morgan

Wealth Advisor & Financial PlannerRBC Dominion SecuritiesToronto, Ontario

As your steward, I marshal the vast resources of RBC to deliver immediate access to a sophisticated international team of financial experts, leveraging smart-technology to address your needs promptly, professionally and thoughtfully.

The first step in our approach is to engage in a comprehensive discussion with you to explore your unique circumstances. Our goal is to help prioritize your financial goals. With a thorough understanding of your needs, we’ll implement your plan in coordination with your existing legal and tax advisors. We hold regular meetings to review progress and direction, and ensure your portfolio is reflective of your values.

Our core investment philosophy is founded by five consistent beliefs: ★ maintain objectivity ★ manage risk ★ tax-smart ★ cost-efficiency ★ stress-free.

Trust us to provide you with an integrated, full-service wealth management solution, one you would only expect to find at a family office acting for Canada’s most affluent families.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Employee & Group Benefit Planning Executive Compensation Benefits Estate Planning Family Business Planning Investment Planning Real Estate Investing Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

Arabic English Spanish

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Ontario

Certification/Additional Courses ?

CFP® CIM®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock Treasury Bill (T-Bill) Private Equity
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