When you build a life and career in Prince Edward Island, your family grows.
To us, “family” is the circle of people you trust with anything, who support your greatest ambitions, and provide trusted advice and encouragement along the way. Most importantly, family comes with a complete sense of comfort, and for that reason, we strive to be a wealth management family for every lifelong client we serve.
Since we formed in the '90s, our purpose has banded The Morse Team together in a business where it’s more common for people to shuffle in and out. Working together, we’ve served as a trusted advisory group and extended family to business owners, health professionals, and other individuals across PEI and beyond – helping them accomplish and secure their most important life goals.
The best investments we’ve made have been in our relationships.
Most of our team has worked together for more than 25 years, and we’ve become one another’s best friends. So, while the experience and expertise you can read about here has made us a leading advisory team in the country, it’s the importance each of us place on building meaningful relationships that creates a uniquely personal client experience.
Allan Morse
John Arch MacDougall
Tyler Kenny
Bev McIsaac
Elaine Waddell
Jack Morse
What we do
It’s our job to ensure you live comfortably, always.
We care about our clients’ future and happiness as much as they do. But delivering financial comfort and confidence takes more than care. In our experience, it takes thorough, personalized, and all-encompassing wealth planning for your unique goals – something we accomplish with expertise, experience, and a time-tested process.
First, we ask the right questions and we listen
When we sit down with you for the first time, our sole objective is to get to know you. “Who are you? Tell us about your family? What are we trying to accomplish today, and tomorrow?” We uncover what makes you, you, and how we can help achieve what matters most.
Second, we do what we do best – plan
If you need a root canal, you go to a dental surgeon who has done it 8,000 times. Consider us “the endodontist of wealth planning.” We assess the future you envision, and work backwards to determine the solutions that will get you there – that’s been our trade for 85 combined years.
We don’t let risks, or opportunities, slip through the cracks
While our focus is managing the moving parts of your wealth strategy, we also partner with specialists in the niche areas of wealth, like tax minimization, business succession planning, trust and estate planning, and investing in specific market segments to ensure you’re supported by diverse expertise.
Supporting every type of financial need you may have
Financial planning
We are all planners at heart, personally and professionally. So it’s no surprise that we all believe a financial plan is a critical first step to every client’s success. By establishing your most important goals and building a road map to achieving them, we can build the right investment, retirement, estate, and business solutions for your needs.
Business planning
Balancing business and personal wealth comes with its own set of challenges. In our nearly 30 years of supporting business owners and their families, we’ve come to specialize in areas like managing corporate and personal assets tax-efficiently, planning and executing a smooth business succession, and navigating retirement when the time comes.
Retirement planning
When will you be able to retire? Can you maintain your current lifestyle? Will you experience all that you want to in retirement? These are some of the questions we focus on, as we plan for and secure the retirement you’ve envisioned.
Banking solutions
Working closely with our RBC partners, we ensure your banking and credit needs are not only met, but designed and implemented with your greater wealth strategy in mind.
Investment management
We keep your family, priorities, lifestyle, and growth goals top of mind as we design a fully personalized portfolio. And, we partner with leading money managers across the globe, so that your investments are backed by specialized expertise in every market segment.
Will & estate planning
True financial peace comes from knowing your family and legacy are fully protected. So, we work closely alongside highly accredited specialists and legal professionals who help us minimize estate tax, plan for every outcome, and ensure your wealth is passed to the next generation smoothly, the way you intended.
Our team and partners are here for you
Through our team approach, every facet of your financial life will be planned for, coordinated, and secure. To learn more about these services, or get in touch with one of our partners, please contact us today.
Coordinating banking needs
Managing your investments
Risk management
Managing family wealth
Minimizing taxes
Optimizing business wealth
Retirement and financial planning
Will and estate planning
Charitable giving
Protecting your estate
Educating the next generation
Providing wellness resources
Insights
Connect with us
We’re here to ensure you live comfortably – always knowing that your wealth and future are guarded by experts who care about your goals and happiness as much as you do. To learn more about what we offer, please contact us today.
Email:allan.morse@rbc.com
Phone:902-628-3777
Toll-free:1-800-463-5544