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Paul Morse

Vice PresidentInvestment Advisor

  • FCSI®
  • CIM®

Customized wealth advice that evolves with you and your circumstances.

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Paul Morse

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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.

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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.

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Our team was recognized* nationally by TD Wealth as one of the firm's leading advisory teams for our strong business ethics and accomplishments. Morse Wealth was selected and featured by the firms Practice Management group for our best practices and processes. As the leader of the group, I was selected to serve on the Advisory Committee for TD's Lead Relationship Manager program.

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.

*Morse Wealth was selected in 2017 to be featured by TD Wealth's elite training program for their best practices and processes. Morse Wealth 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
Fax: (705) 330-0133
Branch Office: (866) 215-7070
Branch Fax: (705) 330-0133

LANGUAGES

English

EDUCATION

University of Toronto, Western University

COMMUNITY INVOLVEMENT

The Business Cares Group, Huntsville Hospital Foundation, Haliburton Highlands Health Services Foundation, Soldiers' Memorial Hospital Foundation

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

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

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Additional TD Specialists

Sandra BusseyHigh Net Worth Planner

Georgia SwanTax and Estate Planner

Jo-Anne RyanVice President, Philanthropic Advisory Services

Berni ButlerEstate Planning Advisor

Jeff HalpernBusiness Succession Advisor

Bob IzattEstate Planning Advisor


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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.

Capitalizing on market uncertainties

With less than two weeks to go before the U.S. elections and a second COVID-19 wave underway, there are plenty of headlines. But has the market properly priced in the risks? Kim Parlee speaks with Ben Gossack, portfolio manager, TD Asset Management on how to capitalize on the uncertainties.

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Pandemic exodus: Is it time to move to the country?

Canadians who are working from home for the long haul may be thinking about trading their expensive houses in the city for more balanced lifestyles in the country. Kim Parlee speaks with Zeljka Walker, an Investment Advisor with TD Wealth, about the pros and cons of an urban exodus and what to consider before you sell.

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TD Economics

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

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Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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