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Morse Wealth Management Group

Customized wealth advice that evolves with you and your circumstances.



Morse Wealth Management Group offers a premium level of wealth management advice and service within TD Wealth Private Investment Advice.                               

We help clients to better understand and manage the complexities of their wealth in order to build, preserve and transition their legacy. Leveraging the expertise from Wealth Advisory Services, Morse Wealth Management Group follows a disciplined approach that deploys a team of specialists with the right skills to provide a foundation for sound decision-making. We believe that a team of trusted professionals can help clients to make 'smart money' decisions that support their health and well-being.

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Our investment philosophy is both conservative and straightforward. We believe in the value of active management and a personalized approach. Our access to 'top-ranked' portfolio construction resources, comprehensive reporting and benchmark measurement, helps to ensure we do our best to help you achieve your goals and objectives.

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"A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times."

- Brad Simpson, Chief Wealth Strategist, TD Wealth

Our success is based on a solid foundation of professionalism matched with a passion for building and maintaining rewarding relationships with our clients, colleagues and other stakeholders. We feel that our people and approach give us a competitive advantage in the markets we serve. Our commitment to timely communication and follow-through allows our team to provide unparalleled service that consistently strives to exceed our client's expectations. We believe that this has earned us the trust of many successful individuals and affluent residents within the Simcoe, Muskoka and Haliburton regions.

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We are confident that you will find working with the Morse Wealth Management Group to be a unique and rewarding experience. Our client testimonials and references speak to our effectiveness. We work with a select group of clients that consist primarily of active and retired business-owners and their families. We would appreciate the opportunity to learn more about your unique situation!

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Morse Wealth Management Group 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

Toll Free: 1(866) 215-7070
Branch Office: (866) 215-7070
Branch Fax: (705) 330-0133

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• The wealth you’ll share
• The family bargain
• Five conversations to have with your kids
• Helping your kids with their 1st mortgage
• Money before matrimony
• Why you need a will
• Planning for your child with a disability
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• Should I incorporate?
• Business succession planning
• Individual pension plans for the business owner
• Giving it your all - workplace stress
• Small business - be ready for the unexpected



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Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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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.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

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

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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