Morgan Flatt, CFA
Wealth Advisor
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.