Tom Morrissey is a Director, Wealth Management and the founder of Morrissey Wealth Group. His vision continues to be clear for his team as he is constantly engaged in refining the process to provide optimum wealth management components for clients as their lives unfold and their needs change. The practice is dedicated to assist high net worth families and family enterprise clients. Tom is very pleased to domicile his practice within Richardson GMP Limited; the largest, independent wealth management firm in Canada with nearly $27 billion in client assets under Administration as of January 2016.
Tom completed the Canadian Securities Course in 1986, updated it in 2004, and completed the Wealth Management Essentials course in 2008, the Canadian Securities Institute (CSI) Hedge Fund course in 2009 and the Business Family Dynamics Course in 2014 from the Family Enterprise Advisor (FEA) program. He is currently working toward becoming a Certified Divorce Financial Analyst™.
Identifying, developing and focusing closely with clients on their objectives is Tom’s focus. He oversees the overall wealth management program for each client. He and Kim Bayne coordinate client engagement to ensure a precise, efficient platform and service model. Independent wealth management plans are tailored for each client providing the flight plan* for life. Tom directs the development and implementation of appropriate investment, tax, retirement and estate solutions to meet the objectives identified in the plan.
Adam Osterling and Kim Bayne collaborate with Tom to execute consistent assessment and execution of all client investment portfolio objectives.
Tom enjoys watching his two sons play hockey; one professional and one in the Western Hockey League (WHL). He mentors young, elite, defence, hockey players in the specifics of the position and in life skill development on the road to becoming responsible adults and role models in society. He also enjoys staying fit, mountain biking and playing golf.