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At Morrison Wealth Advisory, we pride ourselves on proactively seeking wealth opportunities that exceed the expectations of those we serve. With this client-focused mindset, we leverage years of experience to ask the right questions, deep expertise to provide the right solutions, and a commitment to service excellence by connecting you to the right partners along the way.
Senior Portfolio Manager & Wealth Advisor
David is a seasoned financial veteran with 15 years of financial services experience at RBC Dominion Securities. As senior portfolio manager and wealth advisor, he takes a big-picture approach to managing our clients’ wealth, building an all-encompassing roadmap that is truly personalized to their personal, family, and business goals. David also takes a hands-on approach to investment management, leading the planning and execution of our bespoke investment strategy and aligning it with the short- and long-term needs of our diverse client base. Having started his career amidst the Great Recession of 2008, David recognizes the immense responsibility of his role and aims to provide a deep sense of calm through the market fluctuations.
David earned his Bachelor of Arts (Honours) in Economics from Queen’s University, and his Master of Science degree in International Strategy and Economics from the University of St Andrews in Scotland. He is also a Chartered Financial Analyst (CFA) charterholder, the apex designation for financial professionals that highlights their commitment to a high standard of ethics and a deep understanding of the global financial industry.
Outside of the office, David values spending time with his wife and their three children in the west end of Toronto. He is also passionate about golf, enjoys travelling and finding new restaurants, and is a proud supporter of the Parkdale Food Bank and Big Brothers Big Sisters of Toronto.
Associate Wealth Advisor
Wenda has nearly four decades of experience in the financial services industry and is an integral part of the Morrison Wealth Advisory team. As associate wealth advisor, she complements David’s big-picture thinking with her detail-oriented mindset, leveraging her breadth of financial knowledge and depth of experience to solve client problems and keep things running smoothly. Wenda loves the ever-changing nature of her position on the team, and she prides herself on uncovering client opportunities and proactively sharing strategic solutions to capitalize on them.
Wenda earned her Bachelor of Arts degree in Psychology and English prior to joining the wealth management industry. Since then, she has completed countless courses from the Canadian Securities Institute and continues to keep a finger on the pulse of the markets. She is also options and life insurance licensed.
When not at the office, Wenda enjoys getting together with her longtime friends, taking painting classes, going to the movies, and travelling.
Brad is a trusted financial expert with over a decade of experience serving high-net-worth clients. As associate wealth advisor, he supports David with Private Investment Management (PIM) activities, from proactive portfolio construction to reactive daily updates. Additionally, he assists our team with financial planning, ensuring our clients are on the right path to meet their unique needs and achieve their short- and long-term goals. Brad prides himself on forming meaningful relationships with our clients and providing a deep sense of peace regarding their finances.
Brad earned a Bachelor of Arts degree from Wilfrid Laurier University and completed a financial planning program at Seneca College, through which he joined RBC Dominion Securities as a co-op student. Prior to joining our team in 2021, he worked for 10 years alongside another investment advisor team, learning the ins and outs of the business and gaining valuable knowledge of the markets. During that time, he earned the Chartered Investment Manager (CIM) and Professional Financial Planner (PFP) designations, which he leverages to provide our clients with comprehensive financial planning support.
In his spare time, Brad enjoys playing baseball, volleyball, and checking new destinations off of his travel bucket list.
Associate
Glorybell is a knowledgeable financial services specialist with over 30 years of experience at RBC Dominion Securities. As associate, she leverages her industry knowledge to handle all administrative functions for our team, from scheduling meetings and preparing documents to opening accounts and ensuring our onboarding process is as seamless as possible. Glorybell’s client-first mindset is apparent in everything she does, and she takes great pride in forming meaningful, long-lasting relationships with those she serves.
Prior to joining our team, Glorybell worked in a variety of roles for other leading investment advisors, refining her superior customer service skills and expertise. Committed to education, she has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute.
Outside of the office, Glorybell enjoys spending time with her husband and two adult children, and likes to stay active by biking and playing tennis.
Discover what our forward-thinking team can do for you.
