Welcome to Morison Wealth Management


Our process goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals. Our mission is straightforward: to assist our carefully chosen group of affluent clients in building, managing and protecting their wealth by providing them with ongoing professional advice and guidance.

Since 1998, we have maintained a disciplined and conservative investment philosophy, and a thoughtful and measured approach to wealth management. We continually strive to provide excellent customer service. By fostering long-term relationships with our clients, we can see our strategies and recommendations come to fruition.

Contact us today at (905) 988-5400 to arrange a complimentary consultation. Myself and my team of experienced wealth management professionals will be privileged to discuss your unique needs with you.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

 

Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

With the wealth management approach, we can help you:

  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you need to effectively manage your wealth

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We help guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.