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Richard Morris

Investment AdvisorVice President

  • CFP®
  • FMA

Working together to help you achieve what truly matters to you

“If you don’t know where you are going, any road will get you there.”
- Lewis Carroll

The goals and concerns of each investor are different and you need a solution that is customized to suit you. Whether you are concerned with retirement savings, income generation or ensuring your family is taken care of – professional wealth management is one of the most important things you can do to secure your future. 

To be successful, you must have a solid plan in place that addresses all aspects of your personal and financial life. My role is to help you articulate you thoughts and feelings about money into a plan that reflects where you want to go in life.  Being engaged in the process and educated on your options leads to better decision making.  There has never been more choice when it comes to investment and insurance products and new ones are being created every week.

Investing and managing wealth is a detailed process with many moving parts; investments, insurance, estate planning, pensions, taxation, wills, and more.

Working with a professional investment advisor and other TD specialists will help to clarify your goals, introduce you to new ideas, and avoid potential pitfalls that may throw many well-intentioned plans off track.  Knowing that you have someone beside you helping and guiding your decisions will allow you to sleep at night knowing that you have done everything to grow, protect and transfer your wealth. 


I work to earn your trust through thorough discussion, continual education, and unbiased advice. My service is customized to meet your needs and preferences.

I spend most of my time meeting with clients and creating and updating wealth plans.  I am married and have 3 children, Lauren,  Addison and Blake.  I remain active in the community, supporting the Children’s Wish Foundation, Habitat for Humanity and teaching Junior Achievement programs.  I have completed the Certified Financial Planner (CFP) designation, the Financial Management Advisor (FMA) designation and earned my Bachelor of Commerce in Economics and Statistics from Ryerson University.

ADDITIONAL CONTACT

Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

EDUCATION

Bachelor of Commerce in Economics and Statistics from Ryerson University

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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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.

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Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

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Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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