Becoming a client of The Morrisey Group

We make sure you have all the information you need before making such an important decision as choosing a financial advisor.  We listen to your goals and dreams, evaluate your current financial situation, and then formulate a plan to help you meet those goals.  By understanding all of your needs, we will provide the most effective solutions for you and your family.

To learn more about the benefits of being our client, take a closer look at our customized approach below, or contact us at your convenience for a confidential consultation.

Our Steps


Discovery Meeting

In our first meeting, we get to know you, your financial situation, your needs and priorities. By the end of the session you will have a clear picture of what we offer and if we are a fit for each other.


We will conduct a thorough analysis of your current financial situation in order to map goals based on your priorities and expectations.

Solutions, Strategy and Implementation

We value your unique needs. The solutions and strategies suggested will be designed exclusively for you based on your priorities and goals.

Monitor, Review,   Educate and Communicate

We will communicate on a regular basis to give you updated investment commentary, continued recommendations, and a review of your current financial situation. At our annual general meeting, we will review your needs and goals to make sure the solutions and strategies we have implemented are on track.