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While advanced degrees and designations are essential pieces of building and protecting wealth, at the end of the day, our clients remember how we made them feel. Morin Wealth Partners is devoted to providing you and your family a sense of positivity, control, inspiration, and hope. And we’re uniquely qualified to do just that. Because, like family, our group of long-tenured professionals trust one another, support one another, and are aligned in intention and values – taking care of our family of clients.
Senior Portfolio Manager
Christine has spent the last 30 years helping clients expertly navigate the decisions, emotions, stresses, and complexities of managing wealth. “It’s about pairing empathy and expertise,” she explains. “We go beyond what it takes to help the families we serve feel confident, proud, and inspired by their finances.”
Using this approach, Christine has distinguished herself within RBC Dominion Securities for the quality of her team’s investment management and service. “You never know where your day will take you,” she is known to say. “Who will I get to hear from today? Which way will markets go? How is that going to impact the people whose wealth I protect?” Christine distills these variables into a concrete but flexible action plan for every client to deliver well-rounded solutions – aligning your financial world with your personal ambitions.
Christine strongly believes in the power of a world-class education. She graduated with honours from Queens University, where she studied economics, and has since established a scholarship fund to support young learners in need of financial aid.
Like many of our clients, family means everything to Christine. Her son lives and works in London, England – a distance made easier by Christine’s love of travel. Here at home, she spends plenty of time with her daughter at their second home in Thornbury, skiing at Beaver Valley, golfing at Lora Bay, or paddle boarding on Georgian Bay.
Associate Portfolio Manager
Michael is our economic expert. He joined Morin Wealth Partners in 1996 after founding an investment management practice of his own, and has been with us ever since.
“Mike has an innate connection to the markets,” Christine notes proudly, and often. “He reads past the black and white printed word to make real sense of things.” And, once he’s done that, Michael builds sophisticated, highly personalized investment portfolios and wealth strategies that help bring you closer to your life’s ambitions.
Michael considers education time well-spent. His favourite part of the job is sitting down with clients and helping them make sense of their wealth in a new way. It’s rewarding, but on top of that, it’s one way to express his sense of commitment. He believes that managing wealth is no small honour. It’s a serious responsibility, and it calls for taking time with each client.
Michael also invests in his own professional education, completing coursework and earning designations such as Associate Portfolio Manager, Chartered Investment Manager, and Fellow of the Canadian Securities Institute. “When you’ve worked in this industry for more than two decades, you see how things evolve and how important it is to stay informed. There’s always something to learn.”
A competitive cyclist in his youth, Michael likes to get outdoors and stay active through golf at the Mississauga Golf & Country Club. He was raised in England, and loves to visit his family in London whenever he gets the chance.
Associate Wealth Advisor & Financial Planner
Jen proudly sports a single title on her resume – Associate Wealth Advisor & Financial Planner to Morin Wealth Partners since 2004. One title, but countless roles.
“Since I joined this team,” Jen will explain, “I’ve gone from focusing on all the behind-the-scenes administration, to managing daily investment trades, to earning my Certified Financial Planner designation and helping clients chart a course to their goals.” She likes to attribute this path to Christine’s encouragement, but we all know Jen’s love of learning and eagerness to solve new challenges played an even bigger role.
Unsurprisingly, Jen has become an expert in virtually every operation on our team, making her our go-to investigator for the most complex of wealth problems. Her primary responsibility is to understand your values, concerns, and ambitions inside and out, so she can coordinate the vast range of wealth services we offer to fit your needs. “It’s my job to keep the big picture in focus. Sure, we’ve got your investments covered, but how up-to-date is your Will? Are you drawing income from your business tax-efficiently? These are the questions I stay on top of, working with RBC specialists who help enhance your total net-worth.”
Born, raised, and still living happily in Toronto’s West-end, Jen holds a Bachelor of Arts (Hons) degree in political science and a Postgraduate diploma in marketing management for financial services. She and her husband enjoy a busy family life, cheering on their kids at hockey, swimming, piano, and the other activities on an ever-evolving list.
Associate Investment Advisor
In 2006, Stephen set off for University with a true number-lover’s dilemma: pursue accounting, or finance? In truth, the question had to do with more than math. Stephen was also in search of a career that would allow him to work with people, and apply his skills toward helping them succeed. A few classes, co-ops, and coffee chats later, finance proved the clear choice.
Stephen’s first taste of full-time work was as part of a specialized, 24-hour investment team at RBC – monitoring the world’s largest markets and implementing complex investment strategies for sophisticated clients. The experience shaped how he approaches the markets to this day: with an analytical eye and a global perspective.
After four years at the trading desk, Stephen encountered an opportunity to cover a maternity leave on our team. “It made a lot of sense for me. I could work more closely with clients, which I loved, and learn a new side to the industry on one of the most successful teams at RBC. Not to mention, no more night shifts.” Stephen was such a perfect fit in our professional family that, thankfully for us, he agreed to stay on full-time before his contract ended.
Today, Stephen considers his role a perfect blend of meticulous analysis and rewarding relationship-building. When markets are open, he is often found monitoring activity and actioning the many investment transactions required to grow and protect our clients’ wealth. Otherwise, he is spending time with clients, educating them on their financial journey, and working towards the goals they hold for their family.
Stephen is happiest in the company of others, especially enjoying time with his wife, Chelsey, and two young daughters, Chloe and Naomi. Outside of work, you can find him experimenting with new recipes in the kitchen, playing golf and watching Formula 1. He stays close to his community by volunteering at his family’s church and as part of The Charis Foundation as a Board Member and Investment Committee Member.
Associate
It’s no coincidence that Allison’s desk is positioned at the front of our office. Of all the processes and tasks she manages for our team on a daily basis, it’s greeting and catching up with clients that she enjoys the most.
Allison joined RBC after a successful first career in television, and she will be the first to tell you she never expected to find her dream job in finance. In 2006, she decided to move to Victoria, B.C. to be closer to family. That’s where she first found an opportunity at RBC Dominion Securities. “I learned that finance is about helping people. I leave the numbers to math whizzes like Jen and Stephen, while I build relationships and think outside the box to solve clients’ problems.”
After a couple years out West with a small advisory team, Allison was ready to become a key member of Morin Wealth Partners here in Toronto. She is responsible for managing our onboarding process beginning-to-end. That means ensuring you remain comfortable, confident, and informed as you join our family of clients. Allison is also our go-to technology expert, helping our team adopt new tools to serve you better, and answering any questions you have about our online platform.
No mandate can encompass all Allison does for our team and clients, but, in a nutshell, you could say she is our devoted service expert and problem solver. “I don’t like to hear “we can’t” she is known to say. “In fact, no one on this team does. It’s our job and our joy to find solutions to the toughest technical or financial problems.”
– David & Stacey Sharpe
– Charles and Brenda
