Stephane Morghese, CFP®

Stephane Morghese, CFP^®

Associate Investment Advisor, iA Private Wealth

Client Relationship Manager, Wealth Strategies Investments Inc.

As Client Relationship Manager, Stephane takes the lead for some client relationships and servicing.

Before joining Wealth Strategies Stephane worked at Alterna Savings as a "Personal Banking Officer" since 2018. He started in 2018 as a teller and moved up in roles after finishing school in April 2020 with an Advanced Diploma in Business Administration - Finance from Algonquin College.

Over his 4+ years with Alterna he did almost every branch task including but not limited to; mutual fund and GIC investments, mortgage refinances and HELOCs and spent a lot of time teaching the basics of registered products and government programs and helped clients incorporate them into their financial/retirement plans based on income, life stage, etc. He was also the branch business account manager, the deceased accounts manager and acted as branch manager when necessary.

Contact Stephane

_{iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.}

_{This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where they are registered.}

_{*Insurance products and services are offered through Wealth Strategies Investments Inc, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.}

Stephane Morghese, CFP®

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