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.
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
Direct Access to your Investments and our Advice
Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.
Learn moreMobile application
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn moreBUYING A HOME
Do you want to leave apartment life behind and buy a home?
Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.
MOVING IN TOGETHER
Are you about to move in with your significant other?
See what you should plan for in terms of insurance and savings to begin your life together on the right foot.
PLANNING YOUR RETIREMENT
It is never too early to start planning for retirement.
Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.
SAVING FOR A PROJECT
Do you want to travel? Are you planning your wedding or your retirement?
Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.
STARTING A BUSINESS
Do you believe in your project and know that your products or services meet the needs of the market?
Here are a few elements to help you launch your business.
HAVING A CHILD
Will your family soon have a new addition?
Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.
Economic News with Sébastien Mc Mahon
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.