Morrison Wealth Management of RBC Dominion Securities
Managing your wealth to maximize your chance of achieving your life's goals and beyond
Whether you have reached a certain stage in life and are looking to protect your wealth or are in the process of growing and don't want to suffer major setbacks — we can help. Consider us your personal family financial office.
With 35+ years in the industry and still many more ahead of him, Dane Morrison has seen it all and what happens in the aftermath of bubbles. He has a keen eye at identifying what not to buy, coupled with finding value in undervalued assets, that produces consistent long term returns. He combines his investment acumen with his financial planning skills and his suite of RBC partners, to help ensure your financial wealth is a means to an end — and produces as little stress as possible.
If you choose to work together, you won't be foisted off on a junior partner for investment discussions — Dane will be involved in all planning meetings if they involve partners. Consider him the CEO of your own family office, where you can rely on him for sound advice on any major financial decision, bringing his experience and extensive knowledge of economic history to bear on any major decision that you might have to make.
Professionals at your service
Leaning on experience and industry accreditation, our team of professionals help bring financial peace of mind to clients like you.
A unique approach in our industry
Students of economic history — we have learned it's not about maximizing returns when things are good, but rather avoiding the bad times and planning for various contingencies through financial planning. Markets do go in cycles and bubbles always pop.
What we do
We are always on the lookout for undervalued assets that can bring real value to your portfolio over time, understanding how to reduce the ups and downs in your portfolio, lowering stress so that market corrections are seen as opportunities. Over the years, we have successfully done this — sometimes a little early on ideas but rarely too late to exit. By producing consistent returns over time, we work to improve your confidence that your financial plans and goals will be met. We lean on the expertise of multiple RBC partners who bring additional knowledge to bring bear on your case. We're also ready to will work with your accountants, lawyers, and other professionals to further aid management issues.
How we do it
We keep the number of families we work with well below the firms average, so that we can provide the one-on-one service that your situation warrants.
Your account will not be passed off to a junior to manage — all investment discussions will be with Dane. Our goal is not to work with as many families as possible, but with families where we can partner and provide value, helping them with all aspects of their financial lives. We strive to take the worry out of financial matters so they can focus on what is most important to them in life.
We manage your money the same as we do our own and treat it as sacred capital.
Our thoughts on the economy and the markets
Read the latest on markets and more from our team as well as experts and thought-leaders at RBC.