Richard Morris
Richard Morris
Senior Investment Advisor
FMA
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
“If you don’t know where you are going, any road will get you there.”
- Lewis Carroll
The goals and concerns of each investor are different and you need a solution that is customized to suit you. Whether you are concerned with retirement savings, income generation or ensuring your family is taken care of – professional wealth management is one of the most important things you can do to secure your future.
To be successful, you must have a solid plan in place that addresses all aspects of your personal and financial life. My role is to help you articulate your thoughts and feelings about money into a plan that reflects where you want to go in life. Being engaged in the process and educated on your options leads to better decision making. There has never been more choice when it comes to investment and insurance products and new ones are being created every week.
Investing and managing wealth is a detailed process with many moving parts; investments, insurance, estate planning, pensions, taxation, wills, and more.
Working with a professional investment advisor and other TD specialists will help to clarify your goals, introduce you to new ideas, and avoid potential pitfalls that may throw many well-intentioned plans off track. Knowing that you have someone beside you helping and guiding your decisions will allow you to sleep at night knowing that you have done everything to grow, protect and transfer your wealth.
I work to earn your trust through thorough discussion, continual education, and unbiased advice. My service is customized to meet your needs and preferences.
I spend most of my time meeting with clients and creating and updating wealth plans. I am married and have 3 children, Lauren, Addison and Blake. I remain active in the community, supporting the Children’s Wish Foundation, Habitat for Humanity and teaching Junior Achievement programs. I have completed the Certified Financial Planner (CFP®) designation, the Financial Management Advisor (FMA) designation and earned my Bachelor of Commerce in Economics and Statistics from Ryerson University.
Phone
Fax
(905) 707-2049
Certificates
FMA
CFP®
Education
Bachelor of Commerce in Economics and Statistics from Ryerson University
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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