Leonard Morgan

CFP, CLU, CHS

Mutual fund representative 1

Insurance representative

ACME Financial Services Branch Code AD011

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I have been helping my clients plan for life, health and wealth since 1986.

New to the business, my immediate goal was “education".  I went on to obtain the professional designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Specialist (CHS). I have been a member of Advocis since 1986.  Having served 12 years as a director of the local Advocis chapter, two of those years as President, my commitment to this association has never wavered.  I am a past vice-chair with the CLU Institute and a proud life member of the Million Dollar Round Table (MDRT).  While active in the holistic financial planning approach, I enjoy all the areas of this business including group health and group retirement services.

In my “other life", I am an avid sports fan, I especially enjoy golfing which I take part in as much as time permits.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.