Grant Morris is uniquely positioned to provide comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and retirement benefit maximization.
As a highly successful entrepreneur, he devoted over three decades of building several companies in Calgary, Toronto, and Rivera Beach, Florida with revenues in excess of $30 million. He also served as General Manager for PA Canada, a division of Baker Hughes.
Increasingly, Grant Morris recognized an unfulfilled need for exceptional personal service combined with unbiased, professional financial strategies, tailored to each client’s unique situation. He transitioned to a career as financial advisor at Crown Wealth Management—a well-respected boutique management firm. While there, he earned the Retirement Income Certified Professional® (RCIP®) professional designation from the American College, requiring at least three years experience, the meeting of stringent ethics requirements, and participation in The College’s continuing educational program.
The financial industry is constantly changing. Grant is continually updating his knowledge through the Broker Dealer he is associated with, Crown Capital Securities and American College.