1484 Water Street, 3rd Floor
1875 Dilworth Drive
"We help clients to clarify and prioritize what is important to them, and then assist them in developing and implementing a strategy to achieve these goals. Because we care about our clients and their life, our clients are loyal to us."
The Morcom Wealth Management Group is a team of highly dedicated wealth management professionals committed to meeting your wealth management needs. We have access to Canada's industry leading research, as well as some of the country's leading financial planning expertise including tax, insurance and estate planning exclusive to BMO Nesbitt Burns. In addition we often work with your accounting and legal professionals to maximize the potential of your wealth management strategy.
Our Commitment to Our Clients
We use a unique wealth advisory approach to thoroughly understand your specific goals, preferences and circumstances. As such, our advisory services are highly customized and designed to meet your individual needs. By integrating and managing all of your investments, retirement, insurance, tax and estate planning needs we act as your personal CFO.
The process we apply to our client relationships is what sets us apart. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations. We truly care for each and every client and are passionate and committed to offering trusted advice for life.
2018 Tax Documents - Tax Slip Overview and Schedule
Monthly Commentary - September 2019