Anthony Morgan

Financial Planner @Danielson Group Wealth Management Ci Assante Wealth Management Ltd

CA

Tony delivers a unique blend of wealth advice, highly personalized service and an extensive knowledge of risk management to our clients. He is known for simplifying the complexities of wealth and life transitions into a language that is understandable and clear. This skill means clients have a much clearer vision about how to reach their dreams.Prior to joining the Danielson Group in 2011, Tony completed a 24-year career at Lloyd’s Banking Group in Canada and the U.K. At Lloyd’s, he advised a wide range of professionals including Queen’s Counsel, Corporate CEOs, Celebrities and entrepreneurs. Building long-lasting client relationships and helping people every day gets Tony up in the morning. It’s the foundation and his passion to help others that drives him to make a difference.Tony is the founder and President of the British Canadian Business Association (BCBA), a not-for-profit organization created to support companies and individuals on both sides of the Atlantic. Openly sharing our network and expertise with like minded organizations to simplify the process and increase the chances of commercial and personal success.Tony’s Passions• Helping others to achieve their goals.• Coaching his son’s soccer team in Port Moody, BC• Spending quality time with his 4 sons• Empowering people in our community to live their best lives

Canadian Securities Institute

Life Licence Qualification Paper

Canadian Securities Institute

New Entrants Course

Chartered Insurance Institute

Advanced Diploma, Advanced Financial Planning/Taxation & Trusts

Chartered Insurance Institute

Financial Planning Certificate

Canadian Securities Institute

Wealth Mangement Essentials