Michael Morganti

Investment Advisor @Manulife Wealth

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2020 — Present

Investment Advisor @Manulife Wealth

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I\'m very excited to announce that I have joined Manulife Securities as an Investment Advisor.I could be reached at 51••••••90 Ext.

EDUCATION

2004 — 2006

Concordia University

Economics

SKILLS

Capital PreservationPortfolio ManagementFinancial AnalysisWealth ManagementFinanceAsset AllocationRisk ManagementInvestmentsEquitiesAsset ManagementFinancial Planning

ABOUT MICHAEL MORGANTI

Michael rapidly distinguished himself the moment he entered the field of Wealth Management. He’s become an indispensable member, especially to his high net worth clients. A true believer in total wealth planning, Michael prides himself on his transparency and sensitivity to the evolving needs of his clients. Known for listening first and taking the long view, he often works with business owners and professionals who require more complex solutions. In turn, his clients value the perspective and insights inherent in his planning-based approach and his forward-thinking recommendations.With studies in Economics from Concordia University, 15 years at Scotia Wealth & TD Wealth and 3 years at Manulife Securities, Michael has an in depth understanding of the subtleties of the marketplace. A skilled hockey player, Michael made the ranks of Junior before putting that aside to pursue a career in Finance. Michael is the proud father of Damiano, 9 years old, and Camila, 6 years old. He has been happily married to his wife Clara for the past 12 years.

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Michael Morganti — Investment Advisor at Manulife Wealth in Montreal, QC, CA | Unifers