My wealth management career began on Bay Street on the floor of the Toronto Stock Exchange in 1987. 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 Management Group
with TD Wealth Private Investment Advice.
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 firstname.lastname@example.org
to hear how we can help.
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 Management Group 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. We moved to Orillia because I was given the opportunity to expand the presence of TD Wealth Private Investment Advice within the Simcoe, Muskoka and Haliburton regions. 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 Management Group was selected in 2017 to be featured by TD Wealth's elite training program for their best practices and processes. 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.