Shawn Morgan, B. Comm., CFP, TEP, CIM
Vice President, Calgary
645 – 7th Avenue SW
Calgary, AB T2P 4G8
Whether he’s coaching a minor hockey team, doing homework with his two children or consulting with clients, Shawn Morgan loves to help. This desire to assist others with achieving their full potential is a common theme that runs through everything he does and it’s what drew him to T.E. Wealth more than a decade ago.
Shawn’s interest in personal finance began while attending the University of Calgary. A few years in the banking industry confirmed his interest in financial planning but also taught him that he had no interest in selling products. Seeking a firm that focused on providing unbiased financial planning advice, one where his only objective was to meet his clients’ needs, Shawn discovered T.E. Wealth. It’s been an excellent fit. Shawn appreciates that financial planning at T.E. Wealth is comprehensive, allowing him to work with clients on all aspects of their personal finances. And the integrity he demonstrates by focusing solely on his clients’ needs has made him a trusted advisor to a large and growing group of clients.
An attentive listener and highly responsive, Shawn’s clients know that he always puts them first. Solving clients’ problems and seeing them achieve their objectives is what makes his job so rewarding. The way Shawn sees it, there is nothing else he would rather do.