Cale Morin is a Financial Advisor at Lakeshore Financial Group, where he focuses on creating comprehensive financial plans, managing client assets, and developing effective tax strategies. His expertise lies in investment management, tax planning, and legacy planning, and he has dedicated over seven years to the financial services industry.
Cale's journey in finance began after graduating from Illinois State University. He has always been passionate about the world of investing and is deeply motivated by helping his clients achieve their goals and optimize their financial resources. Solving problems and creating clarity for clients excites him, and he finds great satisfaction in providing them with comfort and confidence in their financial future.
Originally born in Regina, Saskatchewan, Canada, Cale grew up in Aurora, IL, and now resides in Arlington Heights with his wonderful wife, Mary. Outside of work, he enjoys spending his free time fishing, golfing, and playing hockey. Working with amazing clients who appreciate the value of what he does is one of the most rewarding aspects of his career. It brings him immense joy to contribute positively to their financial journeys.
Cale is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. He offers securities in Illinois and is insurance licensed in Illinois.
