Shawn Morgan, BCom, CFP, TEP, CIM
Vice President, Calgary
645 – 7th Avenue SW
Calgary, AB T2P 4G8
A vice president in our Calgary office, Shawn brings extensive experience to providing his high-net-worth clients with a full suite of services tailored to their individual needs. From financial counsel to tax and estate planning, Shawn gives objective advice that helps his clients move toward financial independence. His client base includes many multi-generational family members, testament to the trust that Shawn engenders in building long-term relationships with his clients. He brings them peace of mind in taking care of the details, helping his clients protect the assets they have created.
Shawn joined T.E. Wealth’s Calgary office in 1995, having started his career with a bank one year earlier. In almost 20 years with our firm Shawn has expanded his client services and his corporate responsibilities, while earning several industry designations over his career so far. He is a Certified Financial Planner, a Trust and Estate Practitioner, and a Chartered Investment Manager. He holds a Bachelors of Commerce from The University of Calgary.
A dedicated minor hockey and lacrosse coach, Shawn lives with his wife Susan and two active boys, Justin and Nathan, in Calgary.
“I have known Shawn for about 13 years, initially through a pre-retirement education forum through my employer. I was impressed with the information T.E. Wealth provided in terms of things to consider and preparing for retirement in the next 10 to 15 years. I decided to retire in 2012 and again it was Shawn who was there to provide advice and direction in selecting options and adjusting to permanent retirement. I trust Shawn’s judgment and advice implicitly. And my peace of mind continues.” [F.B., Calgary.]
“My retirement from a financial perspective has been very successful thanks to Shawn’s guidance and advice, tax planning, retirement models, estate and will planning, annual reviews and so on. Shawn has a wonderful team of professionals to draw from as well with T.E. I have always felt and trusted that everything Shawn and his team did was in my best interests.” [G.R., Calgary]