Welcome to Morris & Morris Private Wealth Management, serving the community of Guelph and greater Southwestern Ontario as CERTIFIED FINANCIAL PLANNER® (CFP) professionals since 1995.
The Morris Team approach is centered around you. We take the time to understand your unique financial goals, values, and aspirations, crafting a personalized plan to help you achieve them. Our process combines in-depth financial analysis, proactive tax and estate planning, and ongoing wealth management strategies to enhance and protect your retirement savings.
At Morris & Morris, community involvement is at the heart of what we do. Karen Morris and her team proudly support Guelph and its surrounding areas in Southwestern Ontario through meaningful contributions, partnerships, and volunteer efforts. From sponsoring local events to actively participating in initiatives that strengthen our community, we believe in giving back to the place we call home.
Not only does she go above and beyond my expectations, Karen is the most caring and compassionate person. Karen truly wants to see all of her clients succeed. Her honesty, patience, compassion, sense of humor, and her drive are just a few of the many qualities I appreciate. I would recommend Karen because I would not be in the financial situation I am today if it wasn't for Karen and her support. I have a much better understanding of my investments and know where we are headed for the future. All goals are on track. I feel very privileged to have Karen as my financial advisor. Karen is passionate about helping you. You are not just a number or a client, you are more like family. Do yourself a favor and set up a meeting. You'll be glad you did!
By Rob Daumler on Nov. 7, 2025
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive.
But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure.
So how do you start the talk without it turning tense?
Here’s a guide to help you open the door with empathy, avoid common missteps, and get a little more clarity about what your parents want and need.
By IG PRIVATE WEALTH MANAGEMENT on Oct. 28, 2025
While it can be tempting to reveal all when using AI tools, it’s important to keep your personal and financial information safe. Here’s how you can do it.
The artificial intelligence (AI) revolution has spawned a wave of creativity and productivity tools, including chatbots, image generators and AI-powered search. These technologies are often neatly wrapped in a pristine package, missing little but a bow on top.
Having all this in one place has driven millions to platforms like ChatGPT and Gemini. People have started using these platforms to help with their finances, whether it's asking for estate planning advice, budget-setting suggestions or talking through investment ideas.
In their new 2026 market outlook, IG’s Investment Strategy Team share the key themes that they believe will dominate the investment landscape in the year ahead.
We help clients navigate complex financial planning and a business sale, setting the stage for a new chapter focused on family, estate planning and future ventures.
Did Q4 of 2025 reach the peaks of previous quarters? And was it all about AI? Find out in the IG Investment Strategy Team's Q4 2025 Market Review and Year-End Commentary.
