204-227-0865
mwaitt@cclgroup.com
Morgan has over 15 years of financial industry experience, with prior roles at Fisher Investments Canada, MD Financial Management, and PI Financial Corp. He has worked closely with individuals, families and institutional investors, guiding and empowering them to meet their financial goals with confidence and peace of mind. At CC&L Private Capital, Morgan is focused on building strong relationships with his clients through communication and compassion, taking the time to learn what is most important to those he works with, and building a solid foundation of trust.
A graduate of the University of Manitoba with an undergraduate degree in Anthropology & Psychology, Morgan holds the Chartered Investment Manager (CIM) designation and is working toward his Fellow of the Canadian Securities Institute (FCSI) designation. Morgan previously hosted a radio show promoting the value of mastering financial basics, and with dozens of speaking appearances at universities across Canada, Morgan is passionate about financial literacy and helping those he works with reach their own efficient frontier.
Born and raised in Winnipeg, Morgan is devoted to his city and enjoys spending time (winters included) in the community with his wife and twins. He has volunteered at the Charleswood Senior Centre and Windsor Park Medical, helping seniors and patients navigate the complex world of technology. Morgan also enjoys reading, hockey, football, and rugby.