Morgan Adams

Morgan Adams is a seasoned Certified Financial Planner with extensive experience in the financial services industry. Currently, Morgan serves at Aligned Capital Partners Inc. since September 2019 and has been with Tier One Planning since June 2007, where a focus on client education and collaboration with financial teams is paramount. Previously, Morgan held the role of Private Equity Specialist at Pinnacle Wealth Brokers EMD from April 2012 to June 2019, where responsibilities included diversifying client investments to reduce volatility and achieve financial goals. Morgan began the career at TD as a Customer Service Representative from June 2003 to April 2006. Morgan holds an Honours Bachelor of Commerce degree, with a major in Finance, from McMaster University, completed in 2006, and attended Hillfield Strathallan College.