Ryan Morcom, CFP®, EPC

Financial Planner

Ryan brings to us an agricultural background from the family farm in Saskatchewan.

Ryan is a graduate of Red Deer College with a Diploma in Business Administration, majoring in Accounting. He has completed the course and licensing requirements for the Canadian Securities Course and Alberta Insurance Council and holds designations as a Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC).

Ryan’s commitment to business development allows him to guide our new clients through the transition from farming to retirement.

As part of the wealth management process, he ensures that all financial issues are carefully reviewed for clients including taxation issues, cash flow analysis, insurance needs, estate planning and investment management.
 

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