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!
In the new, new normal, which is a lot like the old normal, we see the global economy as advancing through 2025, but the pace of growth will differ by country and region. In 2025, we’ll see investors adapting to a world returning to the “old normal”, which requires both caution and opportunism. Regional disparities and shifts in policy will present a challenging yet fertile environment for disciplined investors..
As you begin to prepare your 2024 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle.
An investment portfolio review to identify tax planning opportunities before the end of the year is always a wise decision. In this article, we’ll discuss the concept of tax loss selling, how it works and how to ensure losses you trigger can be claimed as intended.
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.
IG’s Head of Financial Planning explains how IG’s multi-disciplinary team of experts is dedicated to helping wealthy investors navigate the complexities of their financial planning.
What does the new year have in store for the markets? Find out what the IG Investment Strategy Team thinks in this 2025 Market Outlook.
