Ian Morris, BBA, CFP
Assistant Vice President & Private Wealth Advisor
Coastal Community Private Wealth Group
Ian is passionate about helping people achieve their financial goals. He is most rewarded in his career when the service he provides to clients makes a meaningful difference in their lives.
After graduating with a Bachelor of Business Administration degree from Simon Fraser University, Ian moved back home to Vancouver Island and started work with Coastal Community. Beginning as a Member Service Representative, he quickly moved up to an Assistant Manager, Sales and finally into a Wealth Management role in 1999. Ian quickly realized that this was where his passion lay, and he has been helping clients navigate the waters of the financial markets for over 15 years.
Ian feels most fulfilled as a Private Wealth Advisor when he can see the changes that sharing his expertise has made. He feels that part of his obligation to his clients is to continue his education and pass that knowledge on.
In his spare time Ian loves to read, golf, and travel. He also enjoys spending time at his family cabin with loved ones. Ian and his wife, Holly have been married for nearly 17 years and have two daughters.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.