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Morris Wealth Advisory Group

Wealth management that evolves as your needs, priorities and circumstances change over time


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“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, we believe professional wealth management is one of the most important things you can do to help secure your future.

To be successful, we believe that you must have a solid plan in place that addresses all aspects of your personal and financial life. Our 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 can help lead to better decision making. There has never been more choice when it comes to investment products and new instruments 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 team of professional investment advisors and other TD specialists can 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 can help give you financial confidence in growing, protecting, and transferring your wealth.


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• Professional Investment management
• Wealth planning 
• Will & estate planning
• Tax minimization strategies
• Strategies for inter-generational wealth transfer
• Business succession planning
• Private banking solutions
• Cash and deposit management
• Philanthropic giving & planning
• Power of attorney services
• Executor services
• Trustee services

*Provided in collaboration with additional TD specialists


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Useful Links

Canada Revenue Agency Login 
Canada Pension Plan (CPP)  
Old Age Security (OAS) 
• Ontario Disability Support Program 
Registered Education Savings Plans 


Morris Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

Helping you achieve your vision of success

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

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Watch  the  Video


Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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