Our Team

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.

Insurance products available through Jamey Morse.

In 1997 David decided to leave his position with York South Association for Community Living to pursue a career in Financial Services. That same year he joined Altamira Financial Services as an advisor.  During his near decade with Altamira David also served as a supervisor, private wealth manager, and was the regional manager for southwestern Ontario responsible for over $300 million of assets. Subsequently David also held senior positions with the Institute of Canadian Bankers and Transamerica Life before turning back to what he loved most, guiding people toward financial independence.

David is a graduate of Brock University and earned the Certified Financial Planner ™ designation in 2001. David is also a licensed life and disability insurance broker.

Prior to joining IPC Securities, David wrote numerous financial planning articles for newsletters, and delivered dozens of seminars on a variety of financial planning subjects designed to help Canadians better understand the financial tools available to them.

David, his wife Hong, and his daughter Mackenzie, live in Stouffville Ontario.

Insurance products available through Jamey Morse.

Deborah Macdonald is an assistant to Jamey may be contacted at: dmacdonald@ipcsecurities.com. Her telephone extension is 230.

Kelly books appointments for all planners and makes changes to your addresses and/or bank accounts. Kelly may be reached at: kmorton@ipcsecurities.com or by calling (905) 642-4540.