Leonard Morgan
CFP, CLU, CHSMutual fund representative 1 Insurance representative
ACME Financial Services Branch Code AD011
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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.
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.
Insurance
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
- Life Insurance (universal, whole, term)
- Travel Insurance
- Group Life Insurance
- Health and Dental Insurance
- Guaranteed Issue Life Insurance
- Living Benefits (critical illness, disability, long-term care)
- Annuities
- Segregated Funds
Why work with a representative?
A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, 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
CLIENT PORTAL
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Learn moreEconomic news with Sébastien Mc Mahon and his team
Clément 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.