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As a Vice President and Investment Advisor at TD Wealth Private Investment Advice, holding the Chartered Investment Manager and Certified Retirement Specialist designations, Paul Morse has over 20 years of experience providing clients with a comprehensive and personalized approach to wealth management.
Engaging legal, tax, and estate planning specialists as required, Paul leads the Morse Wealth Management Group which specializes in developing integrated wealth strategies for business owners, professionals, and their families. We look at your complete wealth picture - not just investments - in order to build a long-term plan designed to help grow and preserve your wealth in a timely, tax-efficient and cost effective manner.
Prior to joining TD Wealth Private Investment Advice, Paul has been privileged to provide specialized consulting for NHL teams, and various Government agencies. Recognizing the importance of Health Care and Environmental Conservation, Paul has proudly served on several Boards of Directors and is committed to various aspects of community service in Simcoe County, Muskoka and Haliburton County.
Paul lives in Simcoe County, where his family roots run deep. He enjoys an active lifestyle with his wife and two children.
Morse Wealth Management Group consists of Paul Morse, Vice President and Investment Advisor, and Ashley Burns, Client Service Associate. Morse Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.
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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.