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.

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.