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FINANCIAL ADVISOR

Jay Morrison

DFSA™, PFP®
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Photography
  • Music
  • Mountain Biking
  • Golfing
  • Hockey

Team Members

  • Liann Sherbin
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More