Cole Morrison

Job title: Advisor

Languages spoken: English

Area(s) served: Ontario

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Let's work together

I help business owners, professionals and individuals reach their financial goals. Let me provide solutions that help improve your business or family’s financial future. When working with me, you’ll notice I take a Client-first approach. The recommendations I give are personalized to your unique situation and goals. I provide:

  • estate planning services,
  • insurance planning advice,
  • investment strategies and
  • overall financial advice.

My office is in Bowmanville, Ontario. I’m happy to offer in person appointments for Clients located throughout the Greater Toronto Area. If you would prefer a virtual appointment, I offer appointments for Clients located throughout Ontario. Contact my office to book an appointment. 

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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