Executive Financial Consultant
About Us
Welcome to Morris & Morris Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
Our Approach
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
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Giving back
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
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Our Team
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!
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Education Centre
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
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As we look ahead to 2024, one concern from 2023 is likely to stay with us: the possibility of a recession. It’s important to remember that the 2020 recession was a once-in-a-lifetime event, and since then, the economic cycle has been anything but normal.
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Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
Read moreVideos
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IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
IG Target Education Portfolios for RESPs
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
Creating wealth for business owners
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.