I am a high energy, results oriented career woman with a strong ability to build relationships. My career has centered on the financial services industry, in both B2B and B2C environments. My most recent assignment involved the launch of a credit union in an affluent area of Toronto Ontario.
I am currently responsible for the success of First Inheritance across Canada. FI is part of Peoples Group Company. Peoples Group corporate family has expanded beyond our long standing business of Peoples Trust. This includes the launch of First Inheritance.
Obtaining my CEA will assist with the success of this business launch and help position the success of First Inheritance's Strategic Partners. Our relationship with our partners is a driving force behind our planned growth.
I have been with Westoba Credit Union for over 17.5 years in many roles but in my current role as Estate specialist since April 28th,
The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.
Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.
About Evangeline Wealth Management
As Nova Scotia’s largest
independent Wealth Management Company, we also have access to a broad array of
savings and investment products from all of the major Banks, Independent Investment
Management Companies and also all major Life Insurance Companies.
We have been serving
Nova Scotian savers and investors since 1964. Our roots as a Trust Company
during many of our early years, mean that our clientele are usually quite
conservative and tend to favour a more cautious approach to saving and
investing. We also offer our clients complete pre-or post-retirement planning
to ensure your investment(s) is tailored to your particular needs.
About David Morse
Biography - David Morse
David E. Morse, MBA, PFP, LLQP
David Morse is President and Chief
Operating Officer of Evangeline Wealth Management, Nova Scotia’s largest and
oldest Independent Financial Planning Company with four branches and
thirty-five experienced Advisors throughout Nova Scotia and Ottawa. He has been
in the Financial Services industry since 1986 and prior to joining Evangeline,
he was a Canadian Private Client Director for Seattle, Washington based Russell Investments, one of the world’s
largest institutional money managers. David has been in the Financial Services
Industry since 1986 and previously held senior positions with Mackenzie
Investments, TD Bank and Merrill Lynch Canada.
Talks with David Morse on CBC radio’s Mainstreet
in Charlottetown for several years and was a guest on CBC’s Maritime Noon on
several occasions. He was a contributing author to the National Best-selling
book, TIPS FROM THE TOP, 53 BRIGHT IDEAS FROM CANADA’S TOP FINANCIAL ADVISORS.
He attended the Dalhousie University School of Advanced Management through The
Institute of Canadian Bankers and holds a Master’s Degree in Business
Administration and the Professional Financial Planner designation.
Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.
As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that sets professional financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.
We are wealth managers that have take a lot of time to understand our clients situations.
began my career as a High School teacher in 1990 but I soon realized I could
make significant differences in a family’s life when I started marketing
Registered Education Savings Plans in 1992.
29 years later, I provide a full range of family financial planning services
and I take great pride in helping families with any financial needs they may
now at a point in my career where I can help many families with an especially
important transition. Having the knowledge to help Executors avoid many
pitfalls and make a difficult situation tolerable is another part of my desire
to help people in a time of need.
Wanting to help family, friends and clients motivates me to work hard providing
guidance and knowledge.
I grew up in Stephenville,
Newfoundland and Labrador and graduated from Memorial
University. In addition to being a
Financial Advisor, I am still involved in many sports
including golf and softball. I
reside in Halifax with my wife Donna and my son Alex.
You can contact me at (902) 221-1495 or
I started my investment career
in 1982 working with Investors Group. In 2014, and with over 30 years of wealth
management experience, my desire to provide unbiased advice for my clients;
coupled with the opportunity to develop an enhanced and healthier financial
approach for individuals, families, businesses, and charitable organizations
across Canada, I moved to Olympian Financial Inc.
Over my career I felt it incumbent
to constantly learn more, therefore I attained my CFP, TEP and CPCA. Each year I
must take Continuing Education courses to maintain my designations.
A significant portion of my
clients are retired. I have many discussions about maintaining control of their
capital but also how they want to ensure that their final wishes can be
accomplished. Quite often people get overly concerned about costs to the estate
such as probate fees and fail to realize that bad planning or NO planning can
cost their estate more than money – it can produce divisions within the family.
A good deal of our discussions revolves around the different powers of attorney
and wills. Many discussions take place over who they should use as trustees for
I provide my clients with a holistic approach to wealth
management, regardless of client sophistication. My approach to wealth planning
is always about my clients and their specific needs and goals – now and into
the future. There is just so much more involved with retirement and
wealth transfer. As external influences or personal circumstances change,
we must adjust the plans.
I can also access and offer recommendations
regarding insurance needs for disability, home and life, critical illness and
long-term care and planning. I also provide consultation on tax and
estate issues to snowbirds travelling south, as well as out of country
insurance needs. If clients own real estate outside of Canada, especially in
the United States, there are significant issues that can occur when it comes to
settling an estate.
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning. As a provider of both a well rounded full financial plan or using a modular approach, I am able to meet my clients needs and help them meet their goals in a way that suits them and builds a long term relationship.