Morris Wealth Management of RBC Dominion Securities
Bringing your family's goals into focus
Our purpose is to help our clients build and protect their wealth.
We are committed to earning our client's trust by building lasting relationships and confidence, putting their interests first in everything we do.
Every interaction with us is defined through our core values and our culture of doing what's right for our clients. This "client first" focus requires that we take time to listen to your financial goals and priorities, that we take care to provide thoughtful, relevant and timely solutions and that we promise to be with you every step of the way.
Our advantage is our combined almost 50 years of experience in providing trusted financial advice for our clients.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our wealth management process
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
You are the focus
We will always put you at the centre of what we do. We offer unbiased advice and take our responsibility seriously.
It is important to work with a financial advice team whose values and beliefs are similar to your own. We believe in prudent, responsible financial management, while controlling risks, with family values being prominent contributors to the development of your financial plan or myGPS Report.
We implement planning into our discussions by forecasting for future needs, and dreams, such as sending children off to school, opening your own business or travelling around the world.
myGPS - your Goals, Priorities, Solutions
Our initial client meeting is exploratory, we take time with you to gain a clear understanding of your goals both personal and financial and enables us to create your personal myGPS Report. The myGPS Report looks at a clients cash flow, savings and forecasts their finances into retirement; it offers a prioritized view of your financial goals and recommends solutions to help achieve your wealth management needs. Our analysis Report lets you gain a clearer picture of how you can build and protect your family's wealth. It also examines over 50 tax saving or estate planning strategies and services, and identifies only those that may be relevant to you and your family.
Sophisticated Investment Management Options
At RBC Dominion Securities we have access to the broadest possible selection of investment management options. From customized portfolios of individuals stocks and etfs, to the more Professionally Managed Program such as A+.
Our Client Service Agreement
Great client service is how we have built our reputation and business in the community of Cambridge. Regular communication and in-person meetings are essential to the planning process.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
In the Community
Presenting Sponsor at the 2023 United Way Spirit Awards
We were proud to be a Presenting Sponsor of United Way Waterloo Region Communities 2023 Spirit Awards and are thankful for the United Way's contributions to our community.
Monthly Volunteering at the Cambridge Food Bank
Most recently we have been participating with our Cambridge RBC Dominion Securities colleagues by volunteering our time at the Cambridge Food Bank at the end of each month.
March of 1,000 Umbrellas Campaign Launch
We joined United Way Waterloo Region Communities to launch their 2023 campaign with their March of 1000 Umbrellas. This brings hundreds of local businesses, organizations and individuals together
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.