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Our genuine level of care comes through in the service we provide. It's the little things, such as picking up the phone when you call, and proactively planning for your needs before they arise. And it's the bigger things, too, like investing our wealth alongside yours, and being there with you to clarify and overcome any financial complexity you face.
Senior Portfolio Manager and Wealth Advisor
A natural-born problem solver with a knack for numbers, Greg was initially on a path to become a civil engineer. However, after obtaining his engineering degree from Queens University and spending a few years in that industry, he felt something was missing. He wanted the opportunity to connect directly with individuals, and the freedom to tailor solutions to their unique needs.
Greg decided to pursue a new but familiar direction in wealth management, eager to make a difference in people’s lives by helping secure their financial future. Investing has always been more than a personal passion for him, having absorbed loving lectures at the family dinner table and inherited various teachings from Rand Morsky, his father and the original founder of our practice.
Several years later, Greg is now a seasoned investment professional and holder of our industry’s most stringent designation – the Chartered Financial Analyst (CFA). He takes great pride in not only bringing you closer to your wealth goals, but ensuring you live life with a sense of financial simplicity and confidence.
Greg is a firm believer in growing wealth through objective, research-backed investing, as well as structural efficiency. He designs your portfolio to minimize your overall tax bill, and uncovers opportunities to save money beyond investing with the help of his RBC partners. Most mornings, Greg can be found reading research and business news that inform his investment decisions – a task he looks forward to every day. His favourite part of the job, however, will always be the time spent getting to know you and your family.
Outside of the office, Greg loves to explore from the ground and up above, as a licensed pilot. Whether it’s summer or winter, he enjoys spending time in the Canadian Rockies.
Senior Portfolio Manager & Wealth Advisor
Rand has over 40 years of experience as an Investment Advisor, and views the role as more of a calling than a job. He thrives when supporting his clients’ complete financial lives, going above and beyond to deliver solutions. “If we can help, we will,” is the simple core value he has inspired in our team – reminding us that no job is too big or small to fall outside our mandate.
Rand was interested in stocks from a young age, and followed the markets for several years before becoming an Investment Advisor in 1980. The hours were long and the work fast-paced but Rand got through it with ease by following his career motto, “Take care of your clients above all else, and everything will fall into place.” Rand developed a goal-driven investment philosophy, designing portfolios to match the unique income, growth, and preservation requirements of his clients and their families.
Over time, Rand’s early passion for stocks evolved into a desire to help others live life with financial peace of mind. He’s committed providing you and your wealth proactive attention, five-star service, and innovative solutions.
After hours, Rand enjoys spending time with his family, and feels fortunate to have scaled some of the world’s tallest mountains – including Mt. Kilimanjaro and Mt. Acconcagua – with his sons, Greg and Drew.
Senior Associate
In this ever-evolving industry, Jeri enjoys taking time to understand your priorities and goals. A passion has developed through her tenure to bring a custom approach to your unique situation. With three decades of experience Jeri has seen the benefits of long-term wealth management relationships and how this will aid you and your family through life’s toughest challenges. Jeri strives to anticipate your needs by ensuring all elements of your wealth plan are aligned and moving in the right direction. Her goal is to help you achieve what truly matters, providing freedom to focus on what is most important. Whether she’s helping you navigate wealth planning concepts, presenting valuable financial planning tools or connecting you to industry partners, she takes a proactive lead in fulfilling your wealth strategy. Jeri is a member of the Investment Associates Advisory Board (IAAB), the Branch Community Committee and participates in a range of community and charitable events. Away from work, she enjoys spending time with her husband, Kris, son, Ander, and their 85-pound rescue dog Zola. Jeri also keeps busy camping, exploring, hiking new trails, and cooking with friends.
Associate
After spending the early 2000s in management at RBC Dominion Securities, Lise realized her passion was working directly with clients, taking care of their unique needs.
An important member of our team, Lise works to ensure a proactive client experience. She provides excellent customer service, and is tasked with the daily management of account openings, transfers, documentation and sending funds to client’s bank accounts. Lise is happiest when a client’s administration needs are completed seamlessly, easing their regulatory burden.
Recently, Lise concluded her passion project – studying Social Work at Mount Royal University – and now utilizes these skills when volunteering at a local Hospice. She also enjoys spending her weekends walking the park pathways or hiking with her husband, dogs and pets.
With a passion for numbers, Daniel enjoys using analytics to understand how financial markets and the economy work. After graduating from the University of Calgary with a bachelor’s degree in Applied Mathematics, specializing in Financial Risk Management, he naturally gravitated toward wealth and portfolio management.
Daniel assists with the logistics critical to the implementation of the teams’ portfolio strategies. His attention to detail ensures trades are actioned in a timely manner to meet client objectives and always in accordance with the overarching Investment Policy Statement. Additional reviews and Daniels analytic touch create a more comprehensive and sound client experience.
Outside of work and away from the numbers, Daniel and his wife enjoy experiencing different cultures by travelling, hiking, or visiting local thrift stores in the hunt for vintage furniture. At home they are passionate about getting together with their extended family and working on various home renovations.
Administrative Assistant
Kiran learned the importance of financial security many years ago, after her family suffered from poor financial advice. She went on to graduate from the University of Lethbridge with a Bachelor of Management (Finance) degree, and financial management services degree. Growing more and more passionate about the industry, Kiran decided to pursue a career helping others achieve and secure their financial goals.
Kiran learned quickly in her first career role as a bank teller. That’s how she met Rand, a long-time client, who recognized her incredible work ethic and dedication to providing above and beyond service. Kiran’s approach aligned with our team’s client service philosophy, and Rand convinced her of the opportunity and fulfillment to be found within wealth management.
A key member of our team, Kiran expertly services a wide range of client needs, acting as the primary contact for client administrative requests. She builds lasting relationships, onboards new clients, and manages all the administrative functions across our team. Kiran has taken a leading role within our practice during the discovery and modeling of financial projections. Her favourite part of the job is being able to connect with people, help solve their problems, and give them peace of mind about their financial security.
In her spare time, Kiran enjoys giving back to her community through organizations like the Canadian Red Cross.
When you think of the professional support you receive today, do you wonder if there might be something more out there? Read about our clients who felt the same way, or contact us to learn about our dedicated service approach.
