With 18 years of financial experience, Ernest understands the importance of strong client relationships and educating clients on a well-rounded approach to their wealth. With grassroots in insurance planning, his primary focus is to provide a holistic approach to your Financial Plan. Ernest will work closely with you as he builds an understanding of your unique perspective and wealth management goals. Ernest is a Certified Financial Planner, shepherding his focus to develop a plan that’s customized to fit the objectives you want to achieve now and in the future. Drawing on Ernest’s entrepreneurial spirit, his approach is best suited to professionals, entrepreneurs and retirees.
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.
Great Service. Timeliness. Personability. These are just some of the values Chris truly believes makes a great Associate Investment Advisor. Chris believes in a bottom up approach to your investment planning; recognizing that financial security is not an end in itself, but the means to an end. Chris joined Wyder Wealth Counsel in 2014, focussing on client service and portfolio analytics. Prior to joining Wyder Richards Wealth, Chris spent four years in banking working with a Credit Union that held member service to the highest regard. Chris is a Registered Representative with IIROC, allowing him to advise on securities, and options.