Senior Financial Advisor
Michael has the education and experience to back up his advice. He is licensed in securities and insurance, together with an MBA in finance and statistics. This allows Michael to understand your financial goals and recommend the best solutions to meet those goals. He has been building his very successful client focused wealth management practice since 1987. His integrity and abilities are rewarded through generous client referrals and by Assante's executive team, with invitations to sit on regional, national, and chairman’s councils.
Sara Morrisey, CFP
After graduating from McMaster University with a Bachelors Degree in Commerce, Sara began working at a leading Canadian bank. During that time, she acquired her securities and insurance licenses as well as the Certified Financial Planner (CFP) Designation. In January 2011 Sara joined The Morrisey Group as a Financial Advisor. Sara’s education and work ethic instills confidence in clients. She has the ability to present solutions for the complexities of tax planning, estate planning and investment advisory in an understandable way.
Andy Morrisey, P.Eng.
After graduating from McMaster University with a Bachelor of Engineering, Andy pursued a career in construction as a Project Manager. Andy’s success thrived on his method of solving problems, ensuring that each detail is considered, every option is exhausted and only the best solution is executed. After seven successful years, Andy chose to pursue a career in Wealth Management, where he could focus his strengths on helping people. Andy joined the Morrisey Group as a Financial Advisor, bringing with him his passion for evaluating solutions and maximizing opportunities. Combined with the Morrisey Group’s profound industry knowledge and well-established track record, Andy has the tools to help you.
Dawn joined The Morrisey Group in 2013 as Michael's administrative assistant. Previously, she was a successful small business owner where her analytical and organizational skills were developed. The aforementioned skills combined with her genuinely warm personality make Dawn a great addition to the Morrisey Group.
Debbie joined Assante as an administrative assistant in 2005 and aligned with the Morrisey Group in 2013. Debbie's valued experience, and her aptitude for detail, are only exceeded by her dedication to client service.
Gloria joined Michael in 1998 as his administrative assistant. She brings a very strong skill set highlighted by her attention to detail. Together with her organizational skills and efficiency, Gloria helps to form the strong foundation in which the client focused Morrisey Group is based.
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