Skip to main content

Morse Wealth Management Group

"Wealth management that evolves as your needs, priorities and circumstances change over time"

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 TD 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.

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.

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.

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!

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

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

 

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives July 2018

Investors demonstrated remarkable composure as the trade rhetoric heated up earlier this year.

Money Talk Life - Snowbird Migration

If you’re a snowbird, planning for a medical emergency should be up there with packing.

Money Talk Life - The good, the bad and the ugly of being a landlord

Becoming a landlord might seem like the wild west. But, with the right know-how, renting out property can be a good way to create your own personal gold rush.

Do you know someone who would benefit from our services?