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Barry Morse

Investment AdvisorVice President

"Working together to help you achieve what truly matters to you"

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During my 37 years as an Investment Advisor, I have learned that taking care of wealthy clients can be challenging but, oh, so rewarding. At the outset of any new relationship, I invest the time necessary to really get to know you and those that are important to you.  I want to understand your current situation, the financial path you're on, your goals and dreams.    

It's All About You

Wealthy clients tell me they want to know what to expect once they choose me as their Investment Advisor.  Once we decide to work together, you will see me at the center of a team of experienced professionals that I engage on my clients' behalf.  Together, we'll prioritize your goals and your immediate needs, and we'll put a timeline in place to look at various aspects of your financial affairs in detail. 

Your financial affairs are complex and continually changing over time.  Although I will consistently be monitoring your position, it is important for us to keep in regular contact. This is why we'll set up a contact schedule that will suit your needs and lifestyle. 
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A Little About Me 

In 1980, Pac-Man hit local arcades, Rubik's Cube became one of the world's most popular toys, the Post-It note was created by 3M and I started in the financial services business.  I outlasted Pac-Man and I'm privileged to advise many wealthy families throughout the Annapolis Valley, across the Maritimes, and, in fact, across this great country of ours. 

Throughout that time I have helped business owners' transition to the next generation, professionals save and move through retirement, and helped to provide retirees with cash flow.   

Outside of work, my passion has been my high school sweetheart, Valda.  My wife and I raised a wonderful daughter who has blossomed into a beautiful woman and now an educator in the Annapolis valley. 

With my spare time, when I'm not at Paragon Golf & Country Club, I enjoy helping with the Kentville Rotary Club and the Kings Regional Rehab Centre.


November's Capital Markets Update Video:
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November's Monthly Newsletter:
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ADDITIONAL CONTACT

Toll Free: 1(866) 876-8523
Fax: (902) 681-3066
Branch Office: (902) 679-4709
Branch Fax: (902) 679-1109

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

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