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Morse Wealth

Customized wealth advice that evolves with you and your circumstances.


At Morse Wealth we are dedicated to helping our clients experience the best that life has to offer. That’s why our integrated approach to wealth management goes beyond just investment management we help you synchronize your entire financial life.

When striving for excellence, all the details matter - even the little ones. Our group, led by Paul Morse, has over 30 years of experience successfully helping clients identify and reach their goals. By creating and implementing customized wealth plans, nothing is cookie cutter about the personalized service we provide. As your life and circumstances evolve, we are here to guide you each step of the way to simplify complexities that may arise.

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Along with professional and timely service, our clients have the power of a team of highly accredited and experienced advisors behind them. Together, with our combined knowledge and experience, we create wealth strategies for our clients that optimize the four pillars of wealth. We believe our clients truly feel the benefits of an integrated approach to wealth management.

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Simply put - we’re happiest when our clients are happy! That’s why we’re so dedicated to helping them achieve their vision of success and enjoying the journey along the way.

For us happiness goes beyond positive reactions to our portfolio performance; we believe happiness is a by product of well being, so we strive to help our clients achieve that. We want to take the weight off their shoulders by acting as a steward of their wealth enabling them to refocus that time and energy elsewhere. We share insightful articles and videos to encourage learning, create events for innovative thinkers to connect and help our clients to build capacity to support the causes that matter to them.

Acting as a steward of our clients’ wealth is not something we take lightly. We invest the time to build authentic relationships with each of our clients, so we can understand them and their unique situation. For us, it’s important they know that the every day decisions impacting them and their future is in the hands of a team they know and trust.

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Morse Wealth provides sophisticated solutions for individuals and families, business owners and entrepreneurs, executives and professionals, pre-retirees and retirees, charitable organizations and estates & trusts.
• Investment planning
• Portfolio construction
• Tax minimization strategies
• Retirement planning
• Business succession planning
• Private banking solutions
• Cross border solutions
• Customized credit
• Cash and deposit management
• Strategies for intergenerational
   wealth transfer
• Philanthropic giving & planning
• Will & estate planning
• Power of attorney services
• Executor services
• Trustee services

*Services are provided in collaboration with additional TD specialists.

Learn more by clicking below:

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grey line v2.pngwhy us v1.pngWe provide a premium level of proven wealth management, thoughtful insights and solutions that consider tax implications, family dynamics, business structures and other priorities.

With us, you experience:
• Dedicated relationship management
• Timely and attentive service and response
• Wealth strategies that can help you synchronize your entire financial life
• An integrated group of accredited specialists and services
• Access to the proprietary insights of highly regarded investment analysts, economists and market    strategists
• One of the top ranked portfolio construction resources
• The strength of TD behind you with 26 million customers worldwide, 85,000 employees and CDN    $1.4 trillion in assets under management

*source https://www.td.com/about-tdbfg/corporate-information/corporate-profile/profile.jsp

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Morse Wealth is a 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: (866) 215-7070
Branch Fax: (705) 330-0133

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.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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