Investing is about more than just money. It's about realizing the possibilities for your future. That may mean living the retirement of your dreams, making a change in lifestyle, planning your legacy or finding financial freedom.
Our work together begins not with balance sheets and charts, but by spending quality time so that I can listen to you. I'll want to know what you want your money to do and challenges you may face. We'll prioritize your goals and build a financial strategy that encompasses them all. Then, because life changes, bringing new opportunities and challenges, we'll partner together for the long haul, using a tried-and-true process to keep you on track.
Having been in the financial services business for 30 years, I've seen how challenging it can be for some investors to stay on track during down markets or when a substantial expense arises. Emotions often take over, and quick decisions get made – decisions that are not always advantageous to ultimately reaching goals. I'm here to guide you through both challenges and opportunities so that reaching your goals remain our focus.
I've been interested in financial markets since I was a teen, even writing a paper in high school on the 1987 stock market crash. While I'm still fascinated by the markets, I'm just as enthused about working one-on-one with all my clients. I love hearing their stories, getting to know them, what they value and the challenges they face.
Today, I live in the same community where I was born. One of my sons went to my high school; the other to my rival high school. Now in their 20s, we still enjoy our Sunday tradition of gathering for dinner and watching sports. My personal interests include listening to and playing music, mountain biking, taking long walks with Newman, my yellow lab, and getting to know my neighbours.
If you are open to possibilities and a partnership to get you there, give me a call.
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Mountain Biking
Phone NumberJay Morrison at (416) 964-2669
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