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.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. 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

default-photo

Nicholas Ormsby

Client Associate

Latest Insights

Man meeting with financial advisor

Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields