Meet The Team
Senior Investment Advisor
FCSI®
CIM®
FEA
My wealth management career began on Bay Street on the floor of the Toronto Stock Exchange. From there I was recruited to work with high-value clients at Merrill Lynch where I learned best-practices from some of the most successful advisory teams in the industry. Now, with over 25 years of experience, I lead my own team of wealth specialists at Morse Wealth with TD Wealth Private Investment Advice.
Taking a holistic approach to supporting clients grow their wealth
Our integrated approach to wealth management goes beyond just investment management. We help our clients across Canada synchronize their entire financial life. Along with professional and timely service, our clients have a team of accredited and experienced specialists behind them. We invest the time to build authentic relationships with each person, so we can understand their short and long term goals. It is important that our clients know that their financial decisions are in the hands of a team they know and trust.
Our team would love to support you in helping you build, preserve and transition your legacy. Connect with us at (705) 330-0036, 1(866) 215-7070 or paul.morse@td.com to hear how we can help.
Relationships built on ethics, trust and the importance of community
Outside of the wealth management industry, I’ve had the benefit of being a business owner myself. I provided specialized consulting for NHL teams and government agencies. Through these experiences, I established our reputation as the go-to advisory team for active and retired business owners within the regions we serve. Relationships are at the core of what we do and our team is committed to providing personalized care at each step in the wealth planning and activation process.
On a more personal note, I’ve raised two incredible kids with my wife Marie. I was given the opportunity to expand the presence of TD Wealth Private Investment Advice within the Simcoe, Muskoka and Haliburton regions which brought us to this area. We are big supporters of the communities where we work, live and play and like to give back by helping local organizations focused on health, wellness and environmental stewardship. We have grown to love the local area and enjoy being outdoors with our two Scottish Terriers, Gus and Eddy.
English
Soldiers' Memorial Hospital Foundation
University of Toronto
Western University
Client Service Associate
Client Service Associate
Additional TD Specialists
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
