Morris Financial – Morris Financial

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More than
just another
investment person

We love love love Jack and Kelly Morris and the financial planning and investment services they provide for our entire family. They are very forthright, honest, knowledgeable and prove in-depth and understandable explanations for what they are doing and why. They keep us informed of any changes they are making with our investments and meet with us twice a year, Spring and Fall, to review our investments and goals.

Being with Morris Financial has allowed me to experience a life that would not have been possible otherwise. Their planning has provided me with the financial opportunities to live life different from what I originally thought it would be. Even the knowledge they have imparted is priceless. For that I am appreciative for all their support and advice over the years. I look forward to continuing my relationship with the team at Morris Financial.

We have been clients of Morris Financial since 2002. During this 18-year period we have received excellent financial advice, weathered two major market corrections and watched our investments grow steadily. During the 2008 downturn our portfolio fared much better than the norm and during the 2013 downturn our portfolio grew considerably due to innovative and proactive measures taken by Morris Financial. Over the years, like many people, we have dabbled in investing on our own, but this has generally not worked out well. We are happy to leave our investment portfolio in the capable hands of Morris Financial. One less thing to worry about.

A job change at age 55 necessitated my finding an investment "home" for money I had acquired via my employers profit sharing plan. At the time, I was a struggling single parent of two teenagers, and a neophyte in the world of investing. Fortunately, a friend recommended me to her financial advisor; Jack Morris, and I have been Jack's grateful client ever since - adding subsequent retirement earnings to my portfolio at age 65. For over 20 years, Jack has given me peace of mind that my investments are being managed well. The numbers speak for themselves. Keeping me informed on a regular basis has been his priority, and I know he cares about my future.

I have dealt with Morris Financial for probably over 30 years – always there when needed to answer any concerns – no question is a silly one. Really appreciate how they like to meet to discuss all things twice a year (spring and fall)

Be Ambitious in Financial Future

After many years in the industry, in 2005 we partnered with Croft Financial Group who offered the perfect platform for our clients; a place to build a proprietary investment portfolio system that opened the doors of our industry and created the accountability and transparency that we were searching for, and strongly felt our clients deserved.

Since this partnership we have had full control of what our clients are invested in. We started with two pools, founded on a fee-based model, which at that time, was rarely seen available to retail investors. We leveraged a team of investment professionals, utilized the technology available to us, and committed the highest level of accreditation and oversight.

Annual Performance

A Track Record That Speaks for Itself

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Email: Admin@morrisfinancial.ca
Phone: 204-784-2100