What can we help you with?

What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

Peter Morgan

Financial Advisor*

Mutual Fund Investment Specialist**

Peter helps families, business owners and professionals protect what matters most and build confidence in their financial future. Through personalized investment planning, life insurance and business insurance solutions, Peter provides practical advice tailored to your unique goals. Whether you're growing your wealth, protecting your family or managing business risks, Peter is here to help you make informed decisions every step of the way.

Hobbies

If Peter is not at the office, he is likely spending time with his family around Meaford and The Blue Mountains or frustrated on the golf course.

Location

Meaford

Email

Jennifer Morgan

Office Manager

Jen plays a key role behind the scenes at Morgan Financial Group. While you may not often see her in the office, she helps keep everything running smoothly by managing payroll, coordinating the many community events and sponsorships we support, assisting with marketing initiatives and handling administrative tasks that keep our office organized.

Location

Meaford

Email

Jo-Ann Van Maurik

Associate Insurance Agent

Location

Meaford

Email

Richa Patel

Associate Insurance Agent

Location

Meaford

Email

Rod Crane

Associate Insurance Agent

Rod helps business owners protect what matters most through customized business insurance solutions designed to support their operations, employees and long-term success. As the office's Commercial Specialist, he works closely with clients to understand their unique risks and provide practical, tailored coverage recommendations. Whether you're starting a new venture, growing your business or reviewing your current insurance program, Rod is committed to helping you make informed decisions with confidence.

Hobbies

Rod is a retired Paralympic athlete and silver medalist in Para Ice Hockey. The dedication, teamwork and resilience that helped him succeed on the world stage continue to shape the way he serves his business insurance clients today. When he's away from the office, Rod enjoys an active lifestyle that includes skiing in the winter, biking in the summer and spending quality time with his friends and family.

Location

Meaford

Email

Serena Snee

Associate Insurance Agent

Location

Meaford

Email

Wes Hammell

Associate Insurance Agent

Wes is the youngest of six children raised on a dairy farm just outside Tara, Ontario. His farming background gives him a unique perspective on agricultural risks and the importance of protecting what you've worked so hard to build. From calving and driving tractors to throwing bales in the mow, he's lived the realities of farm life and understands the challenges farmers face every day.


In addition to his expertise in farm insurance, Wes helps farmers and families build financial confidence through life insurance solutions designed to protect their loved ones, safeguard their operations and preserve the future they've worked hard to create.

Hobbies

When Wes is not in office he enjoys spending time with his wife and kids. You can find him at the rink coaching hockey or in centerfield playing ball.

Location

Meaford

Email

*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.

**Offering mutual funds through Co-operators Financial Investment Services.