Your Vision. Our Expertise.
Tom Morrissey BSc Med Chuck Zwaagstra CIM
Senior Investment Advisor Associate Investment Advisor
T: 403.508.3856 T: 403.508.3812
Stephanie Lau Monica Vincent
Investment Advisor Assistant VP, Advisor Services
T: 403.780.1602 T: 604.699.0830
Our clients enjoy clear, measured strategies as a result of continual education, transparent collaboration, innovation and relentless work ethic.
The Morrissey Team is a passionate, focused and diligent group of people with a planned and disciplined style.
Wealth Management can easily seem overwhelming and daunting. Today’s financial spectrum is expansive and confusing. And there is no peace laying awake at night worrying about one’s financial affairs. Our clients can rest assured that, regardless of complexity our experienced team takes the time to understand them and their finances. Our disciplined process delivers a Personal Financial Flight Plantm to chart our client’s financial future. The Portfolio Management Plantm (PMP), our dynamic model portfolio method, is subsequently utilized to construct an optimum client investment portfolio designed to reach client goals, manage risk and realize tax efficiencies.
Strategic Partners work closely with our team to provide professional services in accounting, personal and corporate tax, business succession, employment severance, trusts, corporate and estate law, wills, mortgages and philanthropic endeavors.
Morrissey Financial Group clients become part of our financial family. They collaborate in the development of their family or small business financial plans and are comfortable with open communication and transparency. They choose a customized service and communication relationship with our team which satisfies their needs. They can count on us to develop a wealth accumulation plan, protect their assets, help manage their tax, build a personal, inter-generational and/or business succession plan, assist in funding education for their children and provide peace of mind with a clear, ordered estate plan…all in a seamless process which is dedicated to clarity, trust and satisfaction.
Our clients enjoy our team! And we passionately work to earn that enjoyment.
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