Michael Morse
Senior Wealth Advisor, Portfolio Manager @Scotiabank
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 1997 — Present
Senior Wealth Advisor, Portfolio Manager @Scotiabank
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Michael’s primary focus is to oversee the integrated wealth management process. This includes working with clients to create personalized investment plans, ensuring the entire spectrum of their financial needs are met.
SKILLS
Strategic Financial PlanningWealth Management ServicesInvestment ManagementAsset AllocationRetirement PlanningInvestmentsInvestment AdvisoryHigh Net Worth IndividualsInvestment StrategiesMutual FundsWealth ManagementAlternative InvestmentsEquitiesSecuritiesAsset ManagementWealthPortfolio ManagementEstate Planning
ABOUT MICHAEL MORSE
With over 20 years of experience in the financial services industry, Michael is committed…
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