You are the focus
We will always put you at the centre of what we do. We offer unbiased advice and take our responsibility seriously.
It is important to work with a financial advice team whose values and beliefs are similar to your own. We believe in prudent, responsible financial management, while controlling risks, with family values being prominent contributors to the development of your financial plan or myGPS Report.
We implement planning into our discussions by forecasting for future needs, and dreams, such as sending children off to school, opening your own business or travelling around the world.
We as advisors at Morris Wealth Management, believe that everyone should have and know what their financial plan is. This is imperative for our clients, as it enables them to execute their life goals, achieve their ideal retirement and enable them to leave their legacy as they wish.
myGPS - your Goals, Priorities, Solutions
Our initial client meeting is exploratory, we take time with you to gain a clear understanding of your goals both personal and financial and enables us to create your personal myGPS Report. The myGPS Report looks at a clients cash flow, savings and forecasts their finances into retirement; it offers a prioritized view of your financial goals and recommends solutions to help achieve your wealth management needs. Our analysis through the myGPS Report lets you gain a clearer picture of how you can build and protect your family's wealth. It also examines over 50 tax saving or estate planning strategies and services, and identifies only those that may be relevant to you and your family.
Sophisticated Investment Management Options
At RBC Dominion Securities we have access to the broadest possible selection of investment management options. From customized portfolios of individuals stocks and etfs, to the more Professionally Managed Program such as A+.
Our Client Service Agreement
Great client service is how we have built our reputation and business in the community of Cambridge. Regular communication and in-person meetings are essential to the planning process.
Online Services
View your portfolios online, transfer funds, access research, and link with your RBC Bank accounts through our DS Online service. We now also offer an eDocument option, to un-clog your mailbox and maintain a secure online registry of all your account statements, confirmations, and other documents.
Education and Information
It is important for us to help simplify the complexities of financial planning for our clients. For interested clients we offer a variety of online educational resources, including a variety of Guides and Publications, and Market Commentaries.
