A graduate of Waterloo Engineering, Theo is renowned amongst his clients and colleagues for his ease of communication and delivering a superior client experience. Getting his first taste of the markets as an investor at age seven, Theo was exposed to the financial sector from a young age and represents the third generation to join the Morissette Group.
Theo has honed the craft of catering to his client’s needs with stellar service via roles in franchise management and manufacturing operations. This path has given Theo a unique perspective on wealth management that leverages his diversity of experience, embracing a multi-disciplinary advising approach with the experts at RBC and his client’s own professional advisors.
To further his ability to serve his clients in an evolving way, Theo pursued and obtained his Family Enterprise Advisor (FEA) designation; joining an select, leading network of professionals that specialize in holistic, family enterprise advising.
Outside the office, Theo is an avid cyclist and traveler, having lived and worked in over ten different cities. He cares deeply about Holocaust education, being the grandchild of Survivors, and supports various organizations that bring awareness to this issue.
