Ian Morris

I am a Senior Wealth Advisor with Wellington-Altus Private Wealth, bringing more than two decades of wealth management experience and a passion for delivering exceptional client service. I offer extensive knowledge and expertise in financial planning, wealth management, and estate planning for individuals, families, professionals, small business owners, and corporations.

After graduating with a Bachelor of Business Administration (BBA) degree from Simon Fraser University, I returned to Nanaimo on Vancouver Island, where I grew up. I am fully licensed in both securities and insurance and obtained my CERTIFIED FINANCIAL PLANNER^® designation in 2002. Over the years, I have built and maintained long-term relationships with my clients and the communities I serve. I truly care about helping my clients achieve their financial goals and providing guidance they can trust.

When I’m not working, I enjoy golfing, boating, and spending time with my wife and two daughters at our Gulf Island cabin.