David Morrison

Senior Portfolio Manager and Wealth Advisor @RBC Dominion Securities

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2021 — Present

Senior Portfolio Manager and Wealth Advisor @RBC Dominion Securities

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EDUCATION

2007 — 2008

University of St Andrews

MSc, International Strategy and Economics

2002 — 2006

Queen's University

BA (Hons), Economics

SKILLS

SecuritiesEstate PlanningEtfsRetirementBondsMutual FundsEquitiesStocksIpoWealth ManagementInvestmentsInvestment StrategiesTradingInvestment AdvisoryConvertible DebenturesPortfolio ManagementWealthIpos

ABOUT DAVID MORRISON

I am a seasoned financial veteran with 15 years of financial services experience at RBC Dominion Securities. As senior portfolio manager and wealth advisor, I take a big-picture approach to managing our clients’ wealth, building an all-encompassing roadmap that is truly personalized to their personal, family, and business goals. I also take a hands-on approach to investment management, leading the planning and execution of our bespoke investment strategy and aligning it with the short- and long-term needs of our diverse client base. Having started my career amidst the Great Recession of 2008, I recognize the immense responsibility of my role and aim to provide a deep sense of calm through the market fluctuations.Discover what our forward-thinking team can do for you by calling us at 41••••••38 or by visiting our website at morrisonwealthadvisory.com.

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David Morrison — Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities in Toronto, ON, CA | Unifers