David A. Morgan
Investment Advisor, Portfolio Manager
Toll Free: +1 (800) 263-7264
Fax: (905) 988-2970
David A. Morgan
Where We Begin
It all starts with a simple conversation about you. We want to know your story. How did you get to where you are and where do you want to go from here? That is what forms the basis of our relationships and allows our team of professionals to build an investment plan tailored to your individual goals and financial dreams. Our focus is on helping you protect and grow your wealth through retirement and for generations to come.
What We Do
Building wealth is much more than just finding the right investment. We provide a customized and integrated approach to wealth management designed specifically for you. We focus on not just your investments, but on addressing all of your financial needs to help you make sense of your choices. Once we get to know your story and financial vision, we use that to develop an investment plan customized to your personal circumstances. Throughout the process, we are committed to transparency, accountability and an unparalleled level of service. In collaboration with financial and estate planning specialists, your accountant, lawyer, real estate or insurance advisors, and after thoughtful consideration, we come up with a plan that we believe is right for you.
Why We Do It
We have been helping families, professionals, business owners and organizations manage their wealth for over 30 years. Our mission is to help investors achieve what matters to them most. Throughout his career, Dave Morgan has been dedicated to educating clients and the public on the importance of investment and financial planning and having a complete wealth strategy. Our clients recognize the value of having this kind of comprehensive plan for managing their wealth and having someone experienced to bring it all together. This all adds up to an overall level of comfort and peace of mind for you.
CIBC Miracle Day
CIBC Miracle Day is an employee-driven fundraiser that started at a Wood Gundy branch in 1984. Since its inception, funds raised on CIBC Miracle Day have benefitted children in communities across the country, through the support of a variety of initiatives, including breakfast programs that provide a healthy start to the school day and recreational programs that build a child's confidence and self-esteem.
Today, CIBC Miracle Day is one of Canada's largest one-day corporate fundraising events devoted to children's charities. On the first Wednesday of December each year, participating CIBC Wood Gundy Investment Advisors and CIBC’s Capital Markets team donate their fees and commissions to help children's charities across Canada who make miracles happen in our communities every day.