RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Your milestones are our milestones. We go beyond what it takes to earn your trust, achieve your goals, and ensure a feeling of financial peace.
– David & Stacey Sharpe
Most times when our clients come to us with a financial concern or question, there’s a feeling at the heart of it – hope, anxiety, inspiration, overwhelm – to name a few. Emotion plays a major role. And how wouldn’t it? Money touches every aspect of our lives and there are opportunities and implications attached to every decision.
At Morin Wealth Partners, we’re committed to getting to the emotional root of your finances, so we can help you navigate the complexities of wealth management with our family office approach.
A lot has changed in the industry since that unseasonably warm June in 1994 when I began my career in wealth management. But what hasn't changed, and never will, is the excitement I feel when someone needs our help and I know we can do great work for them.
We go beyond what it takes to help the families we serve feel confident, proud, and inspired by their finances. And, we hope we can do the same for yours.
It takes a long time to build trust. But, more than that, it takes a team. Our clients see us as a “family” with the ability, experience, and commitment to help theirs.
Think of us as your “investment concierge,” a team you can rely on to help you navigate the complexities of wealth management. Investing is just one of many parts to the overall picture and plan.
We joined RBC Dominion Securities because the access to leading experts, smart technology, and the latest research put us in the best position to help our clients. Visit our blog to learn more about what’s new in the world of wealth.
— David Agnew CEO, RBC Wealth Management Canada