Steve Morrison Email & Phone Number

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.

Listed skills include Mutual Funds, Investments, Financial Services, Portfolio Management, and 13 others.

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  St. Francis Xavier University

  Finance