Tim Morgan
Senior Investment Advisor @Bmo Private Wealth
Signup · Get unlimited contacts
WORK HISTORY
Senior Investment Advisor @Bmo Private Wealth
Toronto, ON, CA
Spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money.• Work closely with you to build a personalized investment plan that reflects your ongoing needs and objectives.• Create a customized, flexible investment plan that is adjusted regularly to external conditions and personal transitions to keep you on track to reach your goals throughout your life – the ultimate benchmark of success.• Create a personalized investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you.• Build and manage your portfolio and then monitor and measure its ongoing performance.• Ensure you are informed about your financial progress and adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure you remain on track to reach your goals.• Have access to award-winning equity research from BMO Capital Markets, which provides a continuous stream of analyses and forecasts of the global economy and financial markets. BMO Capital Markets operates a fully integrated equity research department in Canada, the US and the UK, with a group of professionals of 65+ equity research, strategy and quantitative analysts covering approximately 950 companies across diverse industry sectors. Their breadth of coverage is matched by the quality of their research, which is consistently ranked as one of the top research houses in Canada, and fast becoming a growing force in the U.S.
EDUCATION
Nipissing University
Honours BBA
SKILLS
ABOUT TIM MORGAN
Tim Morgan co-leads the Murphy Morgan Wealth Advisory Group at BMO Private Wealth in Toronto, which provides specialized, sophisticated wealth leadership for affluent private and institutional clients. For more than 20 years, Tim has advised Canadian Tire franchisees, Indigenous communities, and affluent business owners and their families. His deep experience and intimate knowledge of their needs brings tremendous value to the table. Tim is registered to advise clients across Canada. He and his team design portfolios using leading global asset management teams supported by the expertise of BMO Capital Markets. Tim has industry-leading expertise in structured products, customized for each to offer significant capital protection and enhanced equity market returns. He develops private structured investments that aim to provide an added measure of certainty in client\'s investment results. He also deploys private placements to help entrepreneurs secure capital and offshore trusts to offer them creditor-proofing. Tim also collaborates closely with a sophisticated network of BMO Private Wealth experts. He and his team deliver an extensive suite of integrated services that include portfolio management, private and commercial banking and a full spectrum of wealth advice planning – all under one roof. Contact Tim to discover the advantages and ease of having our truly unified, powerful team working together for your best interests.For disclaimer details, please click here:
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.