Anthony Morgan

Anthony Morgan General Information

Description

Mr. Anthony Morgan is an Angel Investor. He serves as Financial Planner at Danielson Group Wealth Management. He delivers a unique blend of wealth advice, highly personalized service, and extensive knowledge of risk management to our clients. He is known for simplifying the complexities of wealth and life transitions into a language that is understandable and clear. This skill means clients have a much clearer vision of how to reach their dreams. Prior to joining our team, Tony completed a 22-year career at Lloyd's Banking Group in Canada and the U.K. At Lloyd's, he advised a wide range of professionals including Queen's Counsel, corporate CEOs, and entrepreneurs. Building long-lasting client relationships and helping people every day gets Tony up in the morning. It's the foundation that drives him to make a difference. Tony is the founder and President of the British Canadian Business Association (BCBA), a not-for-profit organization created to support companies and individuals on both sides of the Atlantic. Tony holds certification as an Advanced Financial Planner, Taxation, and Trusts from the Chartered Insurance Institute.