Tony Morgan CPA, CA
Vice President of Finance at Porte Communities- Claim this Profile
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Bio
Experience
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Porte Communities
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Canada
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Real Estate
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1 - 100 Employee
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Vice President of Finance
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Apr 2019 - Present
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Director of Finance
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Jan 2019 - Mar 2019
Over the past 50 years Porte has been building communities and enriching lives through the development, ownership and management of property. We create places where people love to live, work and play and we are committed to strengthening the communities we work in so they last for generations.
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Low Tide Properties
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Canada
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Real Estate
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1 - 100 Employee
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Director of Finance
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Dec 2015 - Dec 2018
As Director of Finance Tony led the finance and accounting team through the early stages of a rapid growth. The role reported in to the CEO and involved the development and oversight of the finance, accounting and reporting functions. Key responsibilities included developing a first class management reporting package (Quarterly Management Reports, Business Plan, Investment Strategy), arranging project-specific financing and working with the CEO and CIO to develop the company's strategic plan. Show less
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Anthem Properties Group Ltd.
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Canada
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Real Estate
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200 - 300 Employee
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Director Real Estate Investment
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Mar 2013 - Sep 2015
Anthem Properties is a 120-person real estate investment, development and management company operating in Western Canada, headquartered in Vancouver, B.C. The Anthem portfolio is currently comprised of over 3.5 million square feet of commercial space, 40 acres of urban and suburban land held for future development, and approximately 3,500 residential condominium units either in the design development stage or under construction. Anthem has invested in, developed, and or managed, alone or in partnership, over 210 projects, in virtually all asset classes, with a cumulative historical value of approximately $2.5 billion. Creating Real Estate That Works for over twenty years, we build great space that is architecturally appropriate for, and satisfies the needs of, our homeowners, tenants and neighbours. We live our core values which are based on creativity, passion and direct communication. Show less
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Vice President
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Oct 2008 - Mar 2013
Ernst & Young has the largest integrated real estate practice of any accounting firm. With 5,000 professionals around the world, our global network provides audit, tax and transaction advisory services to real estate owners, investors, lenders and users - including many REITs, homebuilders and developers. Ernst & Young's Transaction Real Estate practice in Canada is part of a team of 500 dedicated real estate transaction professionals located around the globe. These professionals help plan, execute and integrate their clients' transactions strategy effectively, both domestically and across global markets. Our services in Canada include: Real estate lead advisory and capital markets services Dispute advisory Strategic real estate advisory services Valuation and financial modelling Restructuring and workouts Show less
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Intrawest
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United States
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Travel Arrangements
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300 - 400 Employee
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Manager of Financial Planning and Analysis
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Jan 2008 - Oct 2008
Intrawest is a leader in the development and management of experiential destination resorts. Worked in the Financial Planning & Analytics department at the Corporate Head Office. Experience in budgeting, planning, management reporting, and financing. Intrawest is a leader in the development and management of experiential destination resorts. Worked in the Financial Planning & Analytics department at the Corporate Head Office. Experience in budgeting, planning, management reporting, and financing.
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Colliers
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Canada
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Real Estate
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700 & Above Employee
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Senior Analyst Investments
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Mar 2007 - Dec 2007
Tony joined Colliers International as a Senior Financial Analyst in the Investment Division where he conducted detailed property due diligence and played an integral role in advising institutional, REIT and private equity groups on acquisitions and divestitures. Tony joined Colliers International as a Senior Financial Analyst in the Investment Division where he conducted detailed property due diligence and played an integral role in advising institutional, REIT and private equity groups on acquisitions and divestitures.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Executive
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Jun 2002 - Aug 2006
Tony joined Deloitte in their Corporate Finance Advisory team focusing on Real Estate funds and UK public market transactions. His clients ranged from global property and pension funds though to smaller UK AIM listed companies. Tony joined Deloitte in their Corporate Finance Advisory team focusing on Real Estate funds and UK public market transactions. His clients ranged from global property and pension funds though to smaller UK AIM listed companies.
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Analyst
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2000 - 2002
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Education
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The University of British Columbia
Diploma in Urban Land Economics -
Chartered Professional Accountants of Canada (CPA Canada)
CPA, CA -
British Columbia Institute of Technology
Financial Management, Advanced Accounting -
The University of British Columbia
BA, History -
Vancouver College