Preserving wealth. Creating income.
The Morrissey Group is the wealth and income advisory team that helps clients build toward a prosperous retirement in a stable and steady manner.
Income-based investment strategies
Our focus is primarily on income-based investment strategies, using carefully selected direct investment products as much as possible.
Client needs first
We put our clients' needs first. We do everything to ensure our services match our clients' preferences:
Frequent, personal communication
- They want to be engaged with the investment decision-making process
- It is important that they preserve their wealth
- They like to project their cash flow into the future with confidence
- They prefer income strategies versus more speculative growth strategies
We talk to each client every month or more often, to learn what's new with them, and tell them about market developments. During these regular calls, the advisor and client make the investment decisions they believe will best capitalize on current opportunities in light of the client's needs.
It is by working together, closely and continuously, that we help our clients preserve their wealth while creating a plan for stable and steady income. Check the Our Process tab to see how you can benefit.
We'd love to meet you and get to know you. Please call or email us today.
Preserve wealth. Create income. Call us today at 416-359-7743!