David A. Morgan
Investment Advisor, Portfolio Manager
Toll Free: +1 (800) 263-7264
Fax: (905) 988-2970
David A. Morgan
As an Investment Advisor and Fellow of The Canadian Securities Institute (FCSI), Dave Morgan has built a reputation for conservative investment advice designed to help individuals achieve their important financial goals.
Dave has spent over 20 years in the financial advisory business. He is dedicated to educating clients and the public on the need for investment planning and selection.
During Dave's career he has taught investment and personal financial planning courses at the community college level. A long time resident of the Niagara area, Dave has been active on a number of volunteer/charitable boards such as Hospice Niagara and the Welland Chamber of Commerce.
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.