Who We Are
For 70 years, Morgan Meighen & Associates has been the quiet architect of generational wealth, trusted by Canadian families to shape meaningful financial futures.
We have navigated a wide range of market conditions and stood the test of time.
At Morgan Meighen & Associates, we apply a thoughtful balance of tradition and ingenuity to all our services, seamlessly pursuing the security of capital preservation with the excitement of growth.
By merging timely insights with timeless principles, we design unique portfolios customized to each client’s goals. All Morgan Meighen & Associates portfolio managers are registered Advising Representatives with the Ontario Securities Commission and with the securities regulators in most other provinces.
Our Approach
Above all, our top priority is to preserve our clients’ capital and explore new opportunities.
We’re always vigilant to seek balance, consider contrarian points of view, and mitigate risk. We do all this through:
- Diversification across asset classes, geography, industry and individual securities, depending on the portfolio’s objectives
- Continuous monitoring, including meetings with management teams, attending conferences and discussions with analysts
- Scrutinizing financial results and global, regional, and local research
- Ongoing team meetings to review and evaluate market conditions and evolving investment strategies
Your Dedicated Investment Partners
Investors choose us for our track record and stay with us because the service we deliver goes well beyond performance.
Morgan Meighen & Associates’ dedicated portfolio managers are directly accessible to clients, ensuring alignment in every decision. We do more than manage your money; we are partners in your success.
Morgan Meighen & Associates’ dedicated portfolio managers are directly accessible to clients, ensuring alignment in every decision. We do more than manage your money; we are partners in your success.