We offer a personalized approach to wealth planning

 

 
 


What’s Your Life Stage? 

 

Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
 
Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.

Our approach is different. Because our clients are different.


What is most important to you? Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.

 
Morrison Fisher Wealth Management and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:

 

Assess your financial goals and level of risk tolerance

Develop a strategic and effective in-depth plan based on your current financial picture

Put your customized investment plan into action

Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary