Jamey Morse, B.A., PFP, CFP®

Senior Financial Advisor

Jamey Morse, a graduate of McMaster University with an Economics degree, has enjoyed a career in the investment and financial services industry since 1997. He holds the Certified Financial Planner designation, a standard of excellence recognized in the financial planning profession. As well, he has successfully completed his mortgage broker license and is insurance agent and feels that all of this combined, gives him the tools to provide clients with comprehensive financial plans.

He started his career at an investment dealer in Toronto and transitioned to the banking environment where he became a Financial Planner with RBC and CIBC Imperial Service. After spending 7 years in the banking industry, Jamey left to work as an independent financial planner and founded Watermark Financial Group.

Jamey prides himself on being able to assist people with all of their financial needs, including retirement, estate and education planning, investment and debt management, budgeting and insurance. His enjoyment comes from interacting and helping people, as each person has their own story to tell which is unique and interesting. In 2010, Jamey joined the Independent Planning Group team in Stouffville before being acquired by Investment Planning Counsel.

Jamey calls Uxbridge his home as he lives there with his wife Trish and their two children, Avery and Joshua. He has traveled extensively throughout the years and has lived in Vancouver and Seoul, South Korea, where he was an English teacher. Jamey enjoys spending time on the golf course, playing hockey and squash and experiencing the outdoors. He describes his biggest accomplishment as having found the perfect balance of personal and professional life.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.