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Morgan Steele

Morgan enjoys creating modern portfolios that deviate from the traditional 60/40 mix.

Morgan holds a Bachelor of Commerce (Finance) from Dalhousie University, and is a CFA Charterholder. He boasts a very well-rounded financial background, with previous roles as both a High Yield Bond Analyst and Equity Research Analyst. To hone his understanding of distressed debt, Morgan spent a stint in New York City with a hedge fund. Morgan is fully options licensed, in order to assist our clients in managing risk and exposure within their portfolios through derivatives trading. 

As a former competitive golfer, Morgan can often be found on the green. He is an avid reader who enjoys staying active (working out, running or playing beach volleyball.) He is a proud supporter of the Canadian Cancer Society and the work that they do.

Contact


416.869.7903
1.800.382.9280 (Toll Free Canada)
1.800.382.9280 (Toll Free US)
Fax: 416.947.8245

CFA

Photo of Morgan Steele

The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.