Our Approach
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.

Why us

We 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 

Frequently Asked Questions

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"Paul and his team have earned our trust & confidence. As business owners in the Construction & Materials sector, we appreciate the personal touch & timely service. Ashley has been very responsive to our accountant's requests for information and we always feel welcome when we visit their office. We're in good hands and have the guidance and information needed to make the 'good decisions' required to help achieve both our personal & business objectives."

Glen & Heather Stewart, G.H. Stewart Construction

As of June 2019

"Morse Wealth has been committed to helping us ensure our family and future are secure. After working with Tax & Estate Planner Laima Alberings LL.B. Wealth Advisory Services, we knew our interests and goals were being truly represented and Paul has produced consistent investment results to support our retirement plans. The referral to external legal and tax professional was helpful and we are pleased to act as references for the quality service that Morse Wealth has to offer!"

Russell & Joyce Bradley

As of June 2019

"We have known Paul Morse for over 20 years and we continue to be impressed by the quality, consistency and effectiveness of his team. Our 'top 5' reasons for working with Morse Wealth include: -Portfolio structure that helped meet our family goals and lifestyle requirements - a personalized approach! -Timely communication and follow through -Anticipatory and forward thinking investment philosophy. In other words, if the investment thesis changes...we change. -Engagement of the entire family -Providing access to wealth planning, legal, estate planning strategies, insurance and accounting expertise"

Paul & Gail Reid, Canadian Business Owners

As of December 2018