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Money Talk
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Paul Morse
Senior Investment Advisor
- FCSI®
- CIM®
- FEA
Customized wealth advice that evolves with you and your circumstances.
190 Memorial Ave Orillia, ON L3V 5X6Map
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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.
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.
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
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, Supporter of Ontario Reining Horse Association, Supporter of Street's Alive Orillia
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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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