Paul Morse - TD Wealth Private Investment Advice

5.0
2 reviews
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Business Details

190 Memorial Ave, Orillia, ON
L3V 5X6, Canada
(705) 330-0036
http://advisors.td.com/paul.morse

About

Investment ServiceFinancial ConsultantStock BrokerFinancial Planning
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Location

Paul Morse - TD Wealth Private Investment Advice
190 Memorial Ave, Orillia, ON
L3V 5X6, Canada

Reviews

5.0
2 reviews
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  • PR
    Paul Reid
    Aug 31, 2020
    5.0
    Paul Morse has proven to be the advisor we were searching for all these years. My wife and I have worked with many advisors during the 40+ years we’ve been investors but always ran into the usual cookie cutter, high fee programs that consistently lacked any coherent planning to address our personal and corporate profiles. That all changed when we became clients of Paul’s almost a decade ago. His investment programs are purposefully designed to fit our specific needs in retirement and are crafted to ensure it’s the right mix of income, capital preservation, growth and flexibility for us. The team’s expertise goes beyond investment management. They have specialists in estate, tax and financial planning. The collaborative approach they take to managing our financial wellbeing has greatly benefitted us. It has been the first time we’ve had a comprehensive wealth management strategy that reflects both our current and future lifestyle needs, as well as, the vision we have for our legacy. Paul works closely with our accountant and life insurance advisor to ensure everyone is on the same page and acting as a cohesive team whilst seamlessly implementing the custom strategies they’ve crafted to help us optimize our financial future. We have and continue to recommend Paul, and the team at Morse Wealth, to many friends, colleagues and family members because of how much we have benefited from becoming clients. Sincerely, Paul & Gail Reid
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Frequently Asked Questions About Paul Morse - TD Wealth Private Investment Advice

What are the physical distancing guidelines at Paul Morse - TD Wealth Private Investment Advice?

The branch implements physical distancing with limited customers allowed inside, and the first hour is reserved for seniors and vulnerable customers. Visitors are asked to avoid the branch if experiencing COVID-19 symptoms or exposure.

How can I book an appointment for financial advice at this branch?

You can book an appointment online through the provided reservation URL to receive in-person assistance for borrowing, investing, or other financial advice.