Steve Morrison

Steve Morrison Email and Phone Number

Regional Director at National Bank Investments @ National Bank Investments
montréal, quebec, canada
Steve Morrison's Location
Greater Halifax Metropolitan Area, Canada
Steve Morrison's Contact Details

Steve Morrison personal email

n/a
About Steve Morrison

With 43 years in the financial services industry, I bring a wealth of experience and knowledge to my clients and thoroughly enjoy helping financial advisors build there businesses.

I have seen my day to day work change from simply positioning product, to being part psychologist, part mentor to many of my clients.

During my career I have worked in the banking sector including running a branch and engaging in commercial lending.

I have also sold and serviced employee benefit plans and pensions to institutions of all sizes, including landing the largest pension client in Maritime Life history.

In recent years I have been a mutual fund wholesaler, as well as, working as a financial consultant for both retail and institutional clients.

In summary, I continue to love the ongoing challenge of helping advisors navigate the changes facing them in todays reality.

Steve Morrison's Current Company Details
National Bank Investments

National Bank Investments

View
Regional Director at National Bank Investments
montréal, quebec, canada
Website:
bncd.ca
Employees:
295
Steve Morrison Work Experience Details
  • National Bank Investments
    Regional Director
    National Bank Investments 2007 - Present
    Atlantic Canada
    responsible for sales and service of mutual funds through investment advisors in Atlantic Canada
  • Morrison Financial Group
    President
    Morrison Financial Group 2004 - 2006
    Bedford, Nova Scotia, Canada
    Personal and Institutional money management.
  • Cibc World Markets
    Vp, Atantic Canada Tal/Cibc Global Asset Management
    Cibc World Markets 1997 - 2004
    Halifax, N.S.
    Developing the CIBC/Talvest brand throughout Atlantic Canada by marketing our mutual funds and other products to investment advisors
  • John Hancock Financial Services
    Vp, Pension Sales , Eastern Canada
    John Hancock Financial Services 1984 - 1997
    Halifax, Canada Area
    Worked for Maritime LIfe which was part of Boston based John Hancock Life Assurance Company . Maritime was a fantastic company to work for.
  • Bmo
    Branch Manager
    Bmo Jul 1980 - Apr 1984
    Various Branches
    Worked all facets of the retail banking world including investments and commercial lending.

Steve Morrison Skills

Mutual Funds Investments Financial Services Portfolio Management Structured Products Banking Life Insurance Pensions Wealth Equities Capital Markets Team Leadership Public Speaking Small Business Group Insurance Mentoring Institutional Money Management

Steve Morrison Education Details

Frequently Asked Questions about Steve Morrison

What company does Steve Morrison work for?

Steve Morrison works for National Bank Investments

What is Steve Morrison's role at the current company?

Steve Morrison's current role is Regional Director at National Bank Investments.

What is Steve Morrison's email address?

Steve Morrison's email address is steve.morrison@nbc.ca

What schools did Steve Morrison attend?

Steve Morrison attended St. Francis Xavier University.

What are some of Steve Morrison's interests?

Steve Morrison has interest in Golf, Fitness Training, Basketball.

What skills is Steve Morrison known for?

Steve Morrison has skills like Mutual Funds, Investments, Financial Services, Portfolio Management, Structured Products, Banking, Life Insurance, Pensions, Wealth, Equities, Capital Markets, Team Leadership.

Who are Steve Morrison's colleagues?

Steve Morrison's colleagues are Yudong Liu, Serge Croteau, Fatima Lahlou, David Youssef, Diaby Fatoumata Rose, Reda Berrada, Maximilien Stréliski.

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