Mission to my clients

My mission is to act as a “bridge” for my clients to successfully cross over the financial markets in order for them to reach their personal, lifestyle and financial goals. 

How I serve you

For more than four decades, I have built client wealth through recessions and expansions, market crashes and bubbles, fear and euphoria. Planning for today, helping protect your tomorrow and preserving your family legacy is the “North Star” of my practice.

My Team believes in:

  • Hard work
  • Understanding your needs as our client
  • And meeting your needs in a personal and professional manner

 

For you, the client and your family, these beliefs lead to customized solutions, enhanced wealth – retirement and legacy planning strategies. The result you can expect is a personal wealth plan that aligns investment strategy with your lifestyle needs.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

David M. Morris, AWM

Senior Vice President - Financial Advisor, Consulting Group

Steve Jensen

Branch Service Mgr/Sr Registered Client Assoc

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Nicholas Ormsby

Client Associate

Latest Insights

Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more

Let's start the conversation

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