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​David Robart-Morgan

Vice President & Investment Advisor


Vice President & Investment Advisor
(905) 877-8092

Contact Via Email

Caldwell Securities
Georgetown, ON

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With more than 45 years of experience in the financial sector, David J. Robart-Morgan brings a wealth of knowledge and expertise to Caldwell.

As an operations and systems specialist, he has been instrumental in the growth and development of some of Canada’s most reputable financial institutions; he has successfully steered small- and medium-sized companies on their way to becoming large, national institutions; and he has overseen complex, full-scale mergers. Drawing on his vast knowledge of the sector, he has also run his own private consultancy.

Among his countless volunteer roles, he was past director of the Canadian Depository for Securities Limited. And he has shared his skills and guidance to the sector as a chair, advisor and member on many boards and committees. He was also a regular guest speaker at industry and community events. 

Originally from Bulawayo, Zimbabwe, David has proudly called Canada home for over 45 years. He currently lives in Orton with his wife Janet enjoying the country life on their 130 acre farm.