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
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.
Therefore, before you start making a plan, it pays to be aware of these common mistakes when making a will or estate planning.
Those Canadians (45%) who say that they have a retirement plan feel less stressed about their future because retirement feels more attainable. However, many of those are unaware of what a real retirement plan looks like. Regularly saving in a company pension plan, an RRSP or a TFSA is not a retirement plan.
A true retirement plan includes many different aspects of your personal and financial life, to help ensure you get to retire when you want to, with the kind of retirement lifestyle you’ve always wanted. Let’s look at what could be missing from your retirement plan.
The transition from one season to the next can be a messy yet fascinating time. As winter gives way to spring, and spring blossoms into summer, we often find ourselves navigating a transitional phase where the previous season hasn't fully faded, and the new one hasn't quite taken hold.
Videos
The IG Private Wealth Planning Experience – Overview
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility. He also looks ahead to a likely recession (with a soft landing) and bonds providing more downside protection.
PWM Thought Leaders - Christine Van Cauwenberghe
IG’s Head of Financial Planning explains how IG’s multi-disciplinary team of experts is dedicated to helping wealthy investors to navigate the complexities of their financial planning.
2024 Second Quarter Market Review.The challenges and opportunities of in-between seasons.
Get an update on the markets in the Q2 2024 Market Review.