Paul Morgan

BA, PFP, CIM

Paul has over 20 years’ experience in the financial service industry. He has been with National Bank Financial since 2001, working from Vernon, BC. He has strong connections to his community through various sports team coaching positions, and through his role on the Vernon Jubilee Hospital Board of Directors.

Driving Principles

When I started in this industry I had one overriding goal: to offer clients a complete range of investment products and to combine that with great service. National Bank Financial provides the pathway to those investment products, and my business has been successfully helping clients achieve their financial goals since 2001. My team is committed to providing you with personal and comprehensive service and to deliver an exceptional experience every time you deal with us. I look forward to becoming, and remaining, your Wealth Advisor.


Paul welcomes his existing clients and prospective clients to his website. Please feel comfortable to contact him with any questions at 250.260.4591 toll-free 1-866-992-8822 or by email Paul.Morgan@nbc.ca