Mutual Fund Division
At Morris & Morris, IG Private Wealth Management, we provide tailored, client-first financial planning in Guelph, Kitchener-Waterloo and Southwestern Ontario, designed to help individuals, families, and business owners confidently navigate their financial journeys. Led by Karen Morris, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, alongside Associate Consultants, Krista M
orris and Meg Ward, our practice combines decades of experience with a warm, personalized approach. Whether you’re focused on retirement planning, minimizing taxes through tax-efficient strategies, preserving wealth, or building a meaningful legacy, we take the time to understand what matters most to you. Every plan we build is rigorously stress-tested using industry-leading financial tools, ensuring resilience across market shifts and life transitions. As part of IG Private Wealth Management, we work in collaboration with a network of tax, estate, and investment specialists to deliver a truly integrated and sophisticated approach to private wealth management. At every step, our goal is to simplify the complex, provide clarity and confidence, and empower you to make well-informed financial decisions. The long-term relationships we build are rooted in trust, proactive communication, and a deep commitment to your evolving goals. Looking for a trusted Guelph financial advisor? Connect with us to discover how personalized financial planning can give you peace of mind, today and in the years to come. [email protected]
The Morris Team www.themorristeam.ca
401-649 Scottsdale Dr., Guelph ON N1G 4T7
Tel: 519.836.6320 ext. 4238 Toll Free: 800.745.0690