GILLIESMORRIS.COM

Our work is all about the people. We want to know who's sitting in front of us and what makes them tick. We'll ask open-ended questions to discover everything we can about your strengths and weaknesses, parents and children, business or practice, dogs or cats, goals and fears and life circumstances. We never forget a story, health concern or family loss... Our clients work very hard to provide for their families security and well-being, we ask them to consider how their assets will support them, because they'll never get those precious hours back. We ask, "If you were to have a serious health concern today, what would you regret not having done?" True wealth is about a lot more than rates of return... Driven to protect the clients we care about, we will work with authentic concern for your financial success and overall well-being. We deliver smart investment management and complete wealth planning services to help people enhance and protect their assets, plan for their family and..

Primary location: Ottawa