Tim Morrison's Location
St. Catharines, ON, CA
Tim Morrison's Work
- Owner and President @ Horizon Financial & Wealth Managment Ltd
- Investment Representative @ Quadrus Investment Services
Tim Morrison's Education
- FPSC
Certified Financial Planner (C.F.P.)
1998 - Brock University
B.B.A. (Finance)
1991 - 1995 - Canadian Securities Institute
Canadian Securities License (Investment Products)
1995
- Financial Services Commissions of Ontario
Life Insurance & Accident and Sickness License (Insurance Products)
1995
Tim Morrison's Skills
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Management Services
- Investment Risk Analysis
- Insurance Risk Analysis
- Investment Products
- Insurance Products
- Wealth Management
Tim Morrison's Summary
Tim Morrison, based in St. Catharines, ON, CA, is currently a Owner and President at Horizon Financial & Wealth Management Ltd., bringing experience from previous roles at Quadrus Investment Services Ltd.. Tim Morrison holds a Certified Financial Planner in C.F.P. @ FPSC. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Wealth Management Services and more, Tim Morrison contributes valuable insights to the industry.
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