Find an advisor / Morris Saad

Morris Saad, CIM, FMA, B.A.

London, Ontario

Portfolio Manager, Apex Private Wealth Counsel

Morris Saad is a Chartered Investment Manager (CIM® ) and Financial Management Advisor (FMA). A holder of securities and insurance licenses, and an Investment Advisor in Canada’s securities community since 2001, Mr. Saad was a prior investment advisor with HollisWealth and financial security advisor with Freedom 55 Financials’ division of London Life.  Mr. Saad now serves in the Investment Management division of Harbourfront Wealth Management, where he adopts client-based solutions that factor a client’s personal risk profile to achieve financial and retirement planning that strives for long-term growth.  Mr. Saad adopts a multi-disciplinary approach to wealth management that combines financial and retirement planning, investment and insurance product recommendations that promote estate preservation and risk management goals. *(Insurance products provided by HEPSI, and not regulated by CIRO).

Mr. Saad has advised and counseled hundreds of clients throughout his career, and has applied proficiencies from his education and coursework, including portfolio management techniques, investment management, and wealth management principles. During their consultation process, clients often remark on the comfort and ease they feel from his ability to explain difficult wealth planning topics so they are effectively understood.

Mr. Saad’s approach is very client-friendly.  He carefully assesses a client’s financial and retirement planning goals, then evaluates their assets and liabilities to determine appropriate strategies for the client’s or family’s specific needs.

Raised in an Egyptian-Canadian family in London, Ontario, Mr. Saad is fluent in both  English and French, and can speak Arabic. Due to his diverse background, Mr. Saad has developed a unique ability to relate and communicate with clients of countless backgrounds, ethnicities, and financial standing, to help them achieve suitable planning.

He enjoys volunteering in his community, having helped various non-profit organizations including Mothers Against Drunk Driving (MADD) and Adopt-A-Highway.  He is a past President of Business Network International’s (BNI) London, Ontario chapter.

Mr. Saad is happily married and enjoys family and recreational time with his 2 boys.  An avid sports enthusiast and supportive youth coach, he assists his boys’ soccer, baseball, and hockey teams.

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