INDUSTRIAL ALLIANCE SECURITIES - Key Persons
In 2015, Alison joined The Financial Coach team full-time to help support the growing practice. Prior to this, she worked for several years alongside Murray on a number of special projects. Along with Erin, Alison is knowledgeable of our services and products and is a primary contact for clients. She provides assistance with administrative processes and general account enquiries.
Alison brings a diverse set of skills to The Financial Coach. She has 15 years of experience working in the financial industry for a large national organization where she held various roles, including Manager of Customer Services. More recently, she worked in the Non-Profit sector for 13 years as an Office Manager.
Outside of the office, Alison is involved with the community and provides Outreach & Event Planning services. Since 2003, Alison initiated, and currently oversees a semi-annual free clothing exchange at North Bramalea United Church. In her spare time, she manages the Church's Facebook Page and enjoys spending time with her three children.
Job Titles:
- Executive Director, Private Client Group
- Financial Coach
As partners of The Financial Coach, Matthew and his father Murray D. Morton work as a team to provide clients with the best in wealth management coaching services.
Matthew, a graduate of the University of Western Ontario's Musical Arts (Percussion) Program brings a creative perspective to his financial practice. He began his career in the industry in 1998 helping at his father's practice during summers. Soon after graduating University in 2001, Matthew joined a large international financial company where he gained a deeper knowledge and understanding of the mutual fund industry. In 2003, he once again joined his father at the Gardenvale Road office and worked his way from a licensed Mutual Fund Assistant to Branch Manager and to his current role of a Financial Coach.
Since 2008, Matthew has served as a Financial Coach helping numerous clients navigate their financial and lifestyle choices and deal with market extremes. Another area of focus for Matthew is client portfolio construction. He participated in a three-year intensive Certified Portfolio Engineer course focused on enhanced portfolio construction and management, asset allocation, business practice and relationship management.
Job Titles:
- Client Support Specialist
Since 2012, Melanie has been the friendly first point of contact for The Financial Coach. She assists clients with appointments, directs calls and questions to the right team member, and handles a wide range of administrative duties. She plays a key role in supporting the entire Financial Coach team.
Prior to joining our office, Melanie worked as an Assistant in the hospitality industry for more than 6 years. She gained invaluable skills dealing with a wide range of people and with her many years of experience working in client relations; she understands the importance of delivering quality client care.
Melanie has an appreciation for all forms of art and when not in the office, she spends her time as an Artist of all mediums. She is an avid supporter of local musicians, loves to travel, and cares about animals.
Murray D. Morton, the founder of The Financial Coach, is a seasoned professional in the financial planning industry. He has been coaching clients since 1973, helping them clarify their financial and lifestyle needs. Dedicated to simplifying his clients' investment planning, Murray designed a five-step process called the The Financial Coach Approach and the Deep Simplicity Strategy, a philosophy rooted in all The Financial Coach Services.
Sharon has been a member of The Financial Coach team since its very beginning. She is our "go-to" person for all insurance enquiries dealing with personal life, disability & health insurance, and employer-sponsored group benefit plans.
With many years of experience, Sharon has a solid understanding of the insurance industry and an established record of delivering outstanding client service. Our clients feel assured that they receive informed, individualized attention to their insurance or group benefit needs.
Out of the office, Sharon enjoys spending time with her husband & family. She is a voracious reader, keenly interested in nature & conservation, and an avid Blue Jays and Leafs fan (with no apologies for the latter!).
Job Titles:
- in - House Investment Analyst
He is an ardent reader, regularly consuming a wide range of financial publications and magazines. When not at work, he enjoys music, playing tennis, running & nature walking, and has a special interest in animal welfare.