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Morgan Flatt, CFA

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Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-7096
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Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

BUSINESS PHILOSOPHY

I believe it is important to understand my clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. A good financial plan starts with an understanding of your family’s values, beliefs and goals, and supports them with a plan that points the way for future years, and across future generations.


My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility. I work with an exceptional team of highly-qualified professionals with the experience to design effective strategies to help you achieve your investment goals.

 
Morgan Flatt

Morgan Flatt, CFA

Wealth Advisor
(416) 594-7096
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morgan.flatt@cibc.com
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Morgan is an Investment Advisor focused on helping wealthy individuals and their families meet their financial goals. Morgan graduated with an Honours BBA degree with a specialization in international business from Brock University. Morgan was also awarded the Chartered Financial Analyst designation in 2017 after successfully completing 3 yearly exams that were marked against over 100,000 competing students worldwide. In his spare time he enjoys golfing, photography and spending time with his family.

 

Nicholas Resendes

Client Associate
(416) 594-9121
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Nicholas.Resendes@cibc.com
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Nick completed the Bachelor of Business Program with a specialization in Finance and minor in economics at Wilfrid Laurier University in 2021. He gained practical banking experience through summer student roles with another large Canadian investment firm for one year, and CIBC for three years during his schooling. Since joining the team, Nick has successfully completed the CSC and CPH, and is currently studying towards his WME. He looks forward to learning and gaining further experience and exposure to the Wealth Management industry.

 

Contact us

Address

Morgan Flatt, CFA Address
200 King Street West
8th Floor
Toronto, ON M5H 3T4
Telephone number: (416) 594-7096
Toll-free: 1 (800) 263-3803
Fax: (416) 594-7951
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.