Ryan Morcom, CIM®, CFP®, EPC
Ryan brings to us an agricultural background from the family farm in Saskatchewan.
Ryan’s commitment to business development allows him to guide our new clients through the transition from farming to retirement. His willingness to listen and understand client concerns has been the key to helping people identify, solve and address their planning issues and develop well thought out tax and retirement strategies.
As part of the wealth management process, he ensures that all financial issues are carefully reviewed for clients including taxation issues, cash flow analysis, insurance needs, estate planning and investment management.
Ryan is a graduate of Red Deer College with a Diploma in Business Administration, majoring in Accounting. He holds designations as a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Elder Planning Counselor (EPC). He has also completed the LLQP licensing requirements for the Alberta Insurance Council.
Outside the office, Ryan remains very active in the community, serving or having served on a number of boards of sport associations, youth associations and service clubs. He continues to coach a number of sports teams that his and Carole’s three kids are continually involved with.
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