Daniel Morgan

Research Associate

Professional Certifications

CFA® charterholder

Investment Experience

seven Years

Joined QV Date



BComm, University of Calgary

“Investing rewards those who are willing to be patient or those who can think differently. Successfully doing both is not easy, though history shows it is worthwhile.”


Daniel analyzes investment opportunities and monitors existing holdings for the Canadian large cap strategy.

He relishes the challenge of applying knowledge creatively to find attractive opportunities. He is motivated by an understanding of the trust clients place in the QV team to manage their wealth toward meeting their financial goals.

Daniel began his career as a sell-side research associate at a boutique investment bank. Subsequently, he worked as a research analyst at a Calgary-based investment management firm.

Outside of work, Daniel enjoys traveling, playing squash, road cycling, and reading.

Daniel is a QV shareholder.

QV Investors is an independent asset and wealth management firm focused on principles of quality and value. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.

#1008 222 - 3rd Ave. SW
Calgary, AB, T2P 0B4