We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.
My role is to present clients with quantifiable strategies to achieve their long term financial growth through aligning values with investment decisions.
Through the Ambassadors program we create an environment where all, as individuals and the society, can be effectively served through integrating Wealth Solutions with Social Responsibility.
Wealth preservation is the basis for all my investment decisions, but I also incorporate Tax efficient investing knowing it is not what you make but what you keep that matters.
Creating a plan is essential to accomplishing any endeavor. Whether it is a comprehensive financial plan, a retirement plan or an investment plan to provide for your family I work with clients to create proposals that ensure their goals are achieved.
Having invested in renewable energy for decades it made sense to complete my Responsible Investing Specialist (RIS) designation from the Responsible Investing Association and thus I’m comfortable building individualized fossil free and socially responsible portfolios for my clients and members.
I am an investment advisor and financial planner with 15 years experience. From CSI I hold the Personal Financial Planner (PFP) designation as well as the Qualified Associate Financial Planner (QAFP) from FP Canada. I’m currently a member of the Responsible Investing Association, the Canadian Institute of Financial Planning as well as FP Canada. Through these affiliations I am constantly upgrading my knowledge with seminars and courses.
As a securities-licensed advisor with Aligned Capital Partners, I can provide a broad range of investment solutions including stocks, bonds, alternative investments, Exchange Traded Funds, and mutual funds on a fee-based platform matching a cost structure to suit your requirements.
Serving the Toronto GTA region and willing to travel for meetings.
“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.