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Marcela Morales, BEng

Client Service Associate, CWB Wealth Partners

Marcela Morales

Email
[email protected]

Mobile Phone
403.234.2340

Location
Calgary, Alberta

Beginning her career as a portfolio administrator, Marcela gained valuable experience over the years in the back and front offices of wealth management and banking. She is a natural problem solver, with particular expertise in mutual fund investing and compliance. Marcela intuitively guides clients through onboarding and towards their financial success by drawing on these and other skills. Enthusiastic and always eager to help, Marcela is a big asset to clients and to CWB Wealth. She has a Bachelor’s degree in Industrial Engineering The Central American Technological University, and a postgraduate diploma in Finance from Thompson Rivers University in Kamloops, B.C.

Beyond the Office

Marcela regularly shares her passions for Honduran and Canadian foods with friends and family. A meal with Marcela is a meal to remember, as her husband, son and many others can attest. As well, she actively volunteers with children’s organizations in her community.

Marcela Morales