We’re listeners, wealth builders, and problem solvers

 

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.

Greg Morsky, B.Sc., P.Eng., CFA

Portfolio Manager

|

Rand Morsky

Vice-President & Director, Portfolio Manager

|

Kiran Mann

Administrative Assistant

|

No question is too big or too small

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.

Contact
decorative image