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.
Morgan Flatt, CFA
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.