APEX PRIVATE WEALTH COUNSEL - Key Persons
Job Titles:
- Portfolio Manager & Supervisor, Managed Accounts Program With Harbourfront Wealth Management
- Portfolio Manager With Harbourfront Wealth Management
Ian is a Portfolio Manager & Supervisor, Managed Accounts Program with Harbourfront Wealth Management. Ian comes to Harbourfront from Credential Securities where he helped grow their SMA platform to over 1.3 billion in assets in just 5 years. He was a key member of the Investment Strategy Committee which was responsible for modeling portfolios for Advisors. As an accomplished speaker, CFA charter holder, and technical consultant to Portfolio Managers, Ian's skills, 13 years of experience, and desire to help clients become better off, are a perfect fit for the culture here at Harbourfront Wealth.
Job Titles:
- Portfolio Manager
- Chartered Investment Manager
Morris Saad is a Chartered Investment Manager (CIM® ) and Financial Management Advisor (FMA). A holder of securities and insurance licenses, and an Investment Advisor in Canada's securities community since 2001, Mr. Saad was a prior investment advisor with HollisWealth and financial security advisor with Freedom 55 Financial's division of London Life. Mr. Saad now serves in the Investment Management division of HarbourFront Wealth Management, where he adopts client-based solutions that factor a client's personal risk profile to achieve financial and retirement planning that strives for long-term growth. Mr. Saad adopts a multi-disciplinary approach to wealth management that combines financial and retirement planning, investment and insurance product recommendations that promote estate preservation and risk management goals.
Mr. Saad has advised and counseled hundreds of clients throughout his career, and has applied proficiencies from his education and coursework, including portfolio management techniques, investment management, and wealth management principles. During their consultation process, clients often remark on the comfort and ease they feel from his ability to explain difficult wealth planning topics so they are effectively understood.
Mr. Saad's approach is very client-friendly. He carefully assesses a client's financial and retirement planning goals, then evaluates their assets and liabilities to determine appropriate strategies for the client's or family's specific needs.
Raised in an Egyptian-Canadian family in London, Ontario, Mr. Saad is fluent in both English and French, and can speak Arabic. Due to his diverse background, Mr. Saad has developed a unique ability to relate and communicate with clients of countless backgrounds, ethnicities, and financial standing, to help them achieve suitable planning.
He enjoys volunteering in his community, having helped various non-profit organizations including Mothers Against Drunk Driving (MADD) and Adopt-A-Highway. He is a past President of Business Network International's (BNI) London, Ontario chapter.
Mr. Saad is happily married and enjoys family and recreational time with his 2 boys. An avid sports enthusiast and supportive youth coach, he assists his boys' soccer, baseball, and hockey teams.