Fundraising Fox

Brett Morden

Investor

Sales / Consultant at Purpose Investments · Vice President of Sales at Ether Capital

Southern Alberta

Find your path to Brett

351 people in our graph share verified history with Brett — schools, employers, funds. One of them is your warm intro.

Peter SaperstoneunlockedBrett: together at Fidelity Investments (2015–2017)
Brett: together at Ether Capital
×8Brett: together at Fidelity Investments
×2Brett: together at Invesco

About

Brett Morden works with investment advisors to build outcome-oriented portfolios using various investment and risk management tools. He has spent about a decade consulting to advisors across Alberta and Saskatchewan in the bank-brokerage, independent, and discretionary wealth management segments. Before joining Purpose, he was a Sr. Consultant and VP of Sales at Invesco Canada and previously held business development roles at Fidelity Investments and the Royal Bank of Canada. He holds the Chartered Investment Manager (CIM) designation and a Bachelor of Commerce from the University of Calgary.

Contact· self-published, not guessed

Experience

  1. Purpose InvestmentsVice President of Salescurrent2023 — presentCalgary, Alberta, Canada
  2. Invesco Ltd.Senior Consultant, Regional Vice President of Sales2020 — 2023
  3. Invesco Ltd.Regional Vice President, Sales2017 — 2020Calgary, Alberta, Canada
  4. Fidelity InvestmentsSr. Business Development Manager2016 — 2017Greater Calgary Metropolitan Area
  5. Fidelity InvestmentsBusiness Development Associate2015Greater Calgary Metropolitan Area
  6. RBCBanking Advisor2015

Skills & more

Strategic Planning9Project Management11Customer Service10Sales4Strategic Marketing7Event Planning4Financial Services2Microsoft Office9Microsoft Excel8

Languages English

  • Responsible Investment Specialist (RIS) — Responsible Investment Association
  • Chartered Investment Manager (CIM) — Canadian Securities Institute
  • Portfolio Management Techniques — Canadian Securities Institute
  • IMT - Investment Management Techniques — Canadian Securities Institute
  • CSC - Canadian Securities Course — Canadian Securities Institute
  • CIFC - Canadian Investment Funds Course (Mutual Funds License) — IFSE Institute

From Brett's professional profile.

Colleagues at Purpose Investments

Alia Durbarry
Trader at Purpose Investments
Andrew McBain
VP, Sales Ontario at Purpose Investments
Anis Jubaili
Business Development Manager at Purpose Investments
Barry Morrison
Portfolio Manager at Purpose Investments
Blake Bonham
VP, Sales Eastern Ontario/Maritimes at Purpose Investments
Brett Gustafson
Associate Portfolio Manager at Purpose Investments
Craig Basinger
Chief Market Strategist, CFA at Purpose Investments
Darcy Forster
VP, Operations at Purpose Investments

Frequently asked questions

Who is Brett Morden?
Brett Morden works with investment advisors to build outcome-oriented portfolios using various investment and risk management tools. He has spent about a decade consulting to advisors across Alberta and Saskatchewan in the bank-brokerage, independent, and discretionary wealth management segments. Before joining Purpose, he was a Sr. Consultant and VP of Sales at Invesco Canada and previously held business development roles at Fidelity Investments and the Royal Bank of Canada. He holds the Chartered Investment Manager (CIM) designation and a Bachelor of Commerce from the University of Calgary.
Where does Brett Morden work?
Brett Morden is Sales / Consultant at Purpose Investments.
Where did Brett Morden go to school?
Brett Morden studied at Haskayne School of Business (Bachelor of Commerce (B.Com.), Marketing/Marketing Management).

Same school

Also attended Haskayne School of Business25

Bryan ChowInvestor at Side Door VenturesHarry BrodyInvestor at Maor InvestmentsNadia LachmanInvestor at Amplitude Venture CapitalErin MadroPrincipal at Evok InnovationsOmi VelascoPrincipal at Graphite VenturesMichelle ChambersChief Financial Officer at Evok Innovations

+ 19 more

Shared employers

Also worked at Invesco Ltd.34

Logan AllinManaging Partner & Founder at Fin CapitalIan BalserAnalyst at Tech Square VenturesStephen SwansonChief Legal Officer at Valor Equity PartnersVincent TexereauManager, Fund Administrator at White Star CapitalTerrie LiuPrincipal, Wealth Management at Adams Street PartnersJohn ColemanCo-CEO and Board Member at Sovereigns Capital Venture

+ 28 more

Also worked at Fidelity Investments243

Peter SaperstonePartner at GreycroftRob KniazInvestor at Hoxton VenturesHelen ClementInvestor at IVP (Institutional Venture Partners)Adiam BerhaneAccounting Manager at QED InvestorsAubrie PaganoGeneral Partner, Managing Member at Corigin VenturesJoanna Skoler GilmanChief Marketing and Communications Officer at .406 Ventures

+ 237 more

Also worked at RBC133

Karim GillaniGeneral Partner at Luge CapitalDavid BorcsokPartner at Mucker CapitalAndrew McGuirkVenture Fellow at Moneta VenturesAndy HarrisonGeneral Partner, CEO at S32Sara TateExecutive Assistant at Questa CapitalYaseen AbdulridhaVice President at PeakSpan Capital Partners

+ 127 more