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).

Brett Morden

Investor

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

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.

Contact· self-published, not guessed

b•••@purposeinvest.comreveal

Experience

Purpose InvestmentsVice President of Salescurrent2023 — presentCalgary, Alberta, Canada
Invesco Ltd.Senior Consultant, Regional Vice President of Sales2020 — 2023
Invesco Ltd.Regional Vice President, Sales2017 — 2020Calgary, Alberta, Canada
Fidelity InvestmentsSr. Business Development Manager2016 — 2017Greater Calgary Metropolitan Area
Fidelity InvestmentsBusiness Development Associate2015Greater Calgary Metropolitan Area
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).