Bringing your family's goals into focus

At Morris Wealth Management our purpose is to help our clients build and protect their wealth.  We are committed to earning our client's trust by building lasting relationships and confidence, putting their interests first in everything we do. 

Every interaction with us is defined through our core values and our culture of doing what's right for our clients.  This "client first" focus requires that we take time to listen to your financial goals and priorities, that we take care to provide thoughtful, relevant and timely solutions and that we promise to be with you every step of the way. 

Expert Advice

Our advantage is our combined almost 50 years of experience in providing trusted financial advice for our clients.  We understand the value of proper planning and the sense of comfort that comes with having a team of experts by your side.  

Forward-looking, innovative and committed to helping our clients prosper - we are the partner you can depend on to help you achieve your financial goals. 

We work with a network of professionals who provide specialized advice and assistance with Wealth Management planning for all of our clients. 

In the Community…

On the morning of Sunday May 7th 2023, we gathered at Lutherwood to participate in the "Steps for Kids" Event to raise funds to support youth mental health. This was their first in person event since 2019. There was a fantastic turnout of approximately 300 people despite the wet and grey morning! 
This was an excellent event that our team and a few family members decided to join, along with fellow RBC and RBC Dominion Securities colleagues. 


April 20th 2023: We were proud to be a Presenting Sponsor of United Way Waterloo Region Communities 2023 Spirit Awards and are thankful for the United Way's contributions to our community. What a great evening to celebrate the community spirit and recognizing the outstanding efforts of the community leaders, groups and workplaces that ensure the success of the annual United Way Campaign. The spirit of community giving is alive and well in the Waterloo Region, and we were honoured to a part of this great evening! 


On September 15th 2022, we attended the "March of 1000 Umbrellas" to commemorate United Way Waterloo Region Communities campaign kick-off! It was a beautiful day to get out with our colleagues from RBC. At the end of the walk we enjoyed some musical entertainment from Cambridge's own, Stacey Kay! Thank you to United Way for all you do in supporting our community. You make a difference every day and we are grateful for all you do! 




2022 Spirit Awards, June 7th 2022, hosted by United Way Waterloo Region Communities, Tapestry Hall, Cambridge.

Global Insight 2023 Midyear Outlook 

RBC Wealth Management has launched the 2023 Midyear Outlook. This special 2023 Midyear Outlook showcases RBC Wealth Management’s unique perspectives that can help to navigate the road ahead while identifying the catalysts and opportunities to optimize portfolios.

Full report: 2023 Midyear Outlook

If you have any questions or would like to discuss any of this in detail, please feel free to reach out to one of our team members.

Global Insight 2023 Outlook 

RBC Wealth Management has launched the Global Insight 2023 Outlook, which showcases unique perspectives on the catalysts and challenges that could impact investment portfolios in the year ahead. 

Full report: 2023 Outlook

If you have any questions or would like to discuss any of this in detail, please feel free to reach out to one of our team members.



2022 Federal Budget - Key tax measures

The Honourable Chrystia Freeland has presented the 2022 Federal Budget in the House of Commons. RBC Wealth Management is committed to providing timely information to our clients. As a result, we are pleased to provide you with our summary of the Federal Budget’s key tax highlights and measures that may affect Canadian investors, business owners, professionals and families.

For more details, please refer to the 2022 Federal Budget article.

If you have any questions about the Budget and how it may impact you, or if you have any other wealth management needs, please contact us directly.


GIC rates

The latest GIC rates from various financial institutions.


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.

Estate and Financial planning

Learn more

Retirement & Planning

Learn more

Succession Planning for Business Owners

Learn more


Learn more
early years

Staying the Course


Strategies to help you maintain confidence through all types of markets

starting on your own

10 Principles of Successful Investing in Volatile Markets


The following 10 principles can help you manage volatility and achieve your long-term investment goals.

peak earning years

Risk and What You Can Do About It


In this report we examine three key risks to your wealth, and how you can address them.

preparing for retirement

The Cycle of Market Emotions


Human emotion drives financial markets as much or more than market fundamentals.