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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.

U.S. retail sales slump: An economic warning sign?

U.S. retail sales slowed in December as consumers grappled with the Omicron variant, high inflation, and supply-chain problems. Anthony Okolie speaks with Maria Solovieva, Economist, TD Bank, about the potential impact of weaker sales on U.S. economic growth in 2022.

One small step: The case for micro-resolutions

Change is hard. And resolutions can be quickly forgotten. Fortunately, scientists suggest smaller subgoals can be more achievable and have a big impact on our lives and finances. Here are some bite-sized resolutions almost anyone can keep.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

Do you know someone who would benefit from our services?