Fundraising Fox

Brett Morden

Investor

Sales / Consultant at Purpose Investments

Southern Alberta

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.

LinkedIn ↗

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

Education

  1. Haskayne School of BusinessBachelor of Commerce (B.Com.), Marketing/Marketing Management

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.

Same school

Also attended Haskayne School of Business8

Bryan ChowInvestor at Side Door VenturesHarry BrodyInvestor at Maor InvestmentsNadia LachmanInvestor at Amplitude Venture CapitalOmi VelascoPrincipal at Graphite VenturesJessica VuAdvisory Services Associate at SVXKevin KrausertCEO & Co-Founder at Avatar Innovations

+ 2 more

Shared employers

Also worked at Invesco Ltd.9

Logan AllinManaging Partner & Founder at Fin CapitalIan BalserAnalyst at Tech Square VenturesJohn ColemanCo-CEO and Board Member at Sovereigns Capital VentureScarly AlmonteVice President, Investor Relations at Metropolitan PartnersJordan NyinabangiSenior Associate at Graphite VenturesSerge BalatreFounder, Le Lievre Tortue formation at HyperNest

+ 3 more

Also worked at Fidelity Investments107

Peter SaperstonePartner at GreycroftAlejandraChief of Staff, Investment Team at Hummingbird 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

+ 101 more

Also worked at RBC67

Karim GillaniGeneral Partner at Luge CapitalDavid BorcsokPartner at Mucker CapitalAndrew McGuirkVenture Fellow at Moneta VenturesAndy HarrisonGeneral Partner, CEO at S32Sara TateExecutive Assistant at Questa CapitalBenjamin JuniorDirector, Infrastructure Software (Bright Ventures) at Bright Pixel Capital

+ 61 more

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