Platform Financial enters Alberta with two leadership hires
Richter Family Office opened a Calgary office earlier in 2026, citing the province’s accelerating pace of first-generation wealth creation, while ATB Wealth has been building out its private counsel bench in Alberta with a run of senior investment counsellor appointments this year. Competition for established advisors and affluent clients in Alberta has sharpened considerably.
A national insurance mandate
Alongside the Alberta hire, Platform Financial brought on Morin to lead insurance planning across the country. He brings more than 20 years of experience in financial services and insurance, with a particular focus on insurance strategy, estate preservation, and advisor support for business owners, professionals, and affluent families.
In his new role, Morin will support advanced insurance planning initiatives and work with advisors to design customised solutions for complex client needs. His appointment reflects the growing importance of integrated insurance and wealth planning in serving high-net-worth Canadians – a segment where estate and succession strategies increasingly require specialist input delivered under one roof.
Platform Financial describes itself as a Canadian advisory firm focused on life insurance, estate planning, and wealth preservation strategies for affluent individuals, families, business owners, and professionals.
Building under one roof
The dual appointment underscores a model Platform Financial has been pushing, consolidating insurance, wealth, tax, estate, and succession planning services within a single advisory structure.
