Morgan works closely with Dan in all aspects of the business. Their main goal is always to put their clients first and ensure that they are well looked after.
Having studied financial planning (Morgan holds the Certified Financial Planner, CFP, and Personal Financial Planner, PFP, designations) Morgan’s particular strength lies in doing net worth and cash flow projections to assist in making major decisions and to give peace of mind. This role plays to her analytical skills as well as to her genuine interest in helping people and understanding their stories; Morgan loves what she does.
Morgan received her bachelor's degree from Mount Allison University where she studied French and Commerce. She has been in the financial industry since 2011 and joined RBC Dominion Securities in 2017.
Morgan is the proud mom of two beautiful boys. She enjoys the occasional game of tennis, thinks that Halifax is a great place to raise kids and believes wholeheartedly that if you are lucky enough to live by the ocean you are lucky enough.
