About Evangeline Wealth Management
As Nova Scotia’s largest
independent Wealth Management Company, we also have access to a broad array of
savings and investment products from all of the major Banks, Independent Investment
Management Companies and also all major Life Insurance Companies.
We have been serving
Nova Scotian savers and investors since 1964. Our roots as a Trust Company
during many of our early years, mean that our clientele are usually quite
conservative and tend to favour a more cautious approach to saving and
investing. We also offer our clients complete pre-or post-retirement planning
to ensure your investment(s) is tailored to your particular needs.
About David Morse
Biography - David Morse
David E. Morse, MBA, PFP, LLQP
David Morse is President a Director of Evangeline Wealth Management, Nova Scotia’s largest and
oldest Independent Financial Planning Company with several branches and
thirty experienced Advisors throughout Nova Scotia and Ottawa. He has been
in the Financial Services industry since 1986 and prior to joining Evangeline,
he was a Canadian Private Client Director for Seattle, Washington based Russell Investments, one of the world’s
largest institutional money managers. David has been in the Financial Services
Industry since 1986 and previously held senior positions with Mackenzie
Investments, TD Bank and Merrill Lynch Canada.
David
hosted Money
Talks with David Morse on CBC radio’s Mainstreet
in Charlottetown for several years and was a guest on CBC’s Maritime Noon on numerous occasions. He was a contributing author to the National Best-selling
book, TIPS FROM THE TOP, 53 BRIGHT IDEAS FROM CANADA’S TOP FINANCIAL ADVISORS.
He attended the Dalhousie University School of Advanced Management through The
Institute of Canadian Bankers. He holds a Masters Degree in Business
Administration and the Professional Financial Planner designation and is also a Certified Executor Advisor.
Originally from the Annapolis Valley, David
currently lives in Kentville, Nova Scotia.
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