When you build a life and career in Prince Edward Island, your family grows.

To us, “family” is the circle of people you trust with anything, who support your greatest ambitions, and provide trusted advice and encouragement along the way. Most importantly, family comes with a complete sense of comfort, and for that reason, we strive to be a wealth management family for every lifelong client we serve.

Since we formed in the '90s, our purpose has banded The Morse Team together in a business where it’s more common for people to shuffle in and out. Working together, we’ve served as a trusted advisory group and extended family to business owners, health professionals, and other individuals across PEI and beyond – helping them accomplish and secure their most important life goals.



Who we are

We have become one another’s closest friends over all these years,” as Allan Morse puts it. “And our clients value being a part of that.” Meet the team of experienced professionals supporting you.


Morse group team photo
People sitting around boardroom table

What we do

After gaining an in-depth understanding of who you are, we plan and problem-solve for your every financial need, and team up with the industry’s leading specialists to execute your wealth strategy. Learn more about our time-tested process to protect your wealth and enhance your life.


Connect with us


We’re here to ensure you live comfortably – always knowing that your wealth and future are guarded by experts who care about your goals and happiness as much as you do. To learn more about what we offer, please contact us today.