People who work with the Morrissey Group come from all walks of life, but have one common theme: They have made their money, and they want to preserve it.
We work with business owners, professionals and employees who want a steady rate of return. We are proud to work with multi-generations of families and feel privileged that those relationships have been continued over decades.
Types of client accounts:
When a client invests with us, it is common that they open corporate accounts, RRSPs, RIFs, TFSAs, individual and trust accounts. We want to look at the whole picture, and make sure our clients are meeting their goals.
Our team has a diverse group of clients, ranging from Canada and the United States, to Europe and Asia.
Additionally, our clients often seek full estate and insurance planning. We, work with the BMO Nesbitt Burns Wealth Management Team; a group of specialized individuals who execute clients estate and insurance goals.
To learn more about The Wealth Management Team, please click here