1 First Canadian Place
39th Floor, P.O. Box 150
The Morrissey group was created in 1991 to provide an exceptional level of financial management, investment advice, and personalized service for clients. The group was founded by Catherine Morrissey, Investment Advisor and Senior Vice-President, in alignment with her personal values of security, positive client relations and excellence. Since then, The Morrissey Group has grown to a sizeable team, collaborating to ensure the best outcomes and experience for our clients.
Catherine assembled this team to create the client experience she would want from an investment advisor. We want you to have the client experience you would expect and demand from an investment team.
Each client is serviced by at least one of the following advisors. To learn more about a specific advisor, please click their name on the left:
|Catherine Morrissey:||Senior Vice President,Investment Advisor, Financial Planner|
|Donald R Lawson:||Investment Advisor, Financial Planner|
|Yelena Manukhova:||Administrative Assistant|
We want our clients to know what they own, why they own it, and how much it pays. We strive to achieve this goal through constant and consistent communication with all of our clients.
Clients should expect to speak with an advisor from our team at least once a month, whether it is to give them an update on a client account, or to recommend a change. All clients of the Morrissey Group have at least one advisor with whom they communicate, yet all clients will speak with Catherine consistently.
Know what you own, why you own it, and how much it pays.