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Investment AdvisorVice President
Wealth management that evolves as your needs, priorities and circumstances change over time
190 Memorial Avenue Orillia, ON L3V 5X6Map
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As a Vice President and Investment Advisor with TD Wealth Private Investment Advice, who holds the Chartered Investment Manager and Fellow Canadian Securities Institute designations, Paul specializes in helping clients to better understand and manage the complexities of their wealth in order to help them to build, preserve and transition their legacy. His clients include many of the area's most successful individuals, corporate investment accounts and Trusts.
Paul was born in Santa Monica, California and raised in Richmond Hill, Ontario after his family moved back to Canada. He began his career on Bay Street in 1987 and brings over 20 years' experience providing clients with a comprehensive and personalized approach to wealth management. In 2013, Paul moved to Orillia to advance his career and expand TD Wealth Private Investment Advice's market share within the Simcoe, Muskoka and Haliburton regions.
Within TD Wealth Private Investment Advice, Paul has been recognized nationally as one of the firm’s leading advisors, for his accomplishments and strong business ethics. Morse Wealth Management Group was selected in 2017 to be featured by TD Wealth's elite training program for their best practices and processes. Paul currently serves on the Advisory Committee for TD's Lead Relationship Manager program.
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 previously proudly served on several Boards of Directors and is committed to various aspects of community service within the regions where he lives, works and plays.
In his personal time, Paul enjoys an active lifestyle with his wife, Marie, and family, including their Scotties Gus & Eddy.
Toll Free: (866) 215-7070
Fax: (705) 330-0133
Branch Office: (866) 215-7070
Branch Fax: (705) 330-0133
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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