Jason Morgan, CPA, CA, CFP, CFA

Insurance Advisor

Jason Morgan is an award winning financial planner who has invested heavily in his education to gain the knowledge and skills necessary to provide you with The Right Advice. He is a Chartered Professional Accountant (CPA, CA), Chartered Financial Analyst (CFA) charterholder, and holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation. He also has 20+ years’ experience in the financial services industry and Bachelor of Mathematics and Master of Accounting degrees from the University of Waterloo.

Social