Morrison Financial management

 

 
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Tom Morrison   B.SC
Senior Vice-President, Account Executive

As a Financial Planner, I am committed to building long term relationships with my clients. My primary goal is to become your financial planning partner, to work with you to achieve your financial and life goals.

Together, we can determine your short and long term goals and objectives, and work towards formulating a comprehensive plan that will help us to realize those goals. As part of this plan,  we will look at not only the investments, but also, insurance, tax and estate planning, and how each of these fit into the overall plan. We also have the ability to tap into a network of skilled specialists that I have available, including tax accountants and estate lawyers.

I Believe In:

Professionalism: to act in a manner you deserve as a client
Confidentiality: to protect you and your information
Reliability: to stay informed and up to date
Commitment: to keep you informed and make prudent decisions
Integrity: to maintain you as the focus of everything we do