Helping Investors find their way

OUR TEAM

 

photoKatrina Morris - Financial Advisor

Katrina is a long-time Newmarket resident and proud mom of two daughters. Working as a financial advisor since 1995, she learned the ropes working many years alongside her father, Sid Morris, until his retirement. Katrina has drawn from her own experience as a divorced parent to counsel others going through difficult life transitions. In her spare time she enjoys forest walks with her rescue dog, dragon boat paddling, photography, and travel. Katrina also volunteers at Wishing Well Sanctuary and is a proud sponsor of Newmarket United Girls U17 B soccer team.   

 

photoJeff West Financial Advisor 

Jeff and his wife live in Markham and are the busy parents of four young adults. Jeff holds a theology degree from Heritage Theological Seminary. Having worked in the investment fund industry since the 1990s, Jeff is licensed to sell both mutual fund and insurance products. In his leisure time, Jeff enjoys running to keep fit and is an avid hockey fan.

 

photoShawn Morris - Administration

Shawn and his wife have lived in Newmarket for over 30 years; their two sons are recent university graduates. Shawn is responsible for all administration and trade processing at our office, he's usually the first person you'll speak with when you call. In his spare time, Shawn runs a local 5-pin bowling league and has years of experience playing and coaching at local, provincial and national levels.    


 

 

 


News

Investor Update - WINTER 2018 EDITION

IN THIS ISSUE:
Tax Deadline; TFSA or RRSP?; Why Contribute to a RRSP?; The Advantage of TFSA Investing Read more...

Investor Update - SPRING 2018 EDITION

IN THIS ISSUE:
Interest Rate Announcement; Ontario Budget Highlights; Election Countdown; Portfolio Manager Market Commentary; Mortgage Stre Read more...

Partners

Newmarket Chamber of Commerce Member