Building and preserving wealth at every life stage
Our focus at 49th North Wealth Advisory is to build long-term relationships with our clients and to oversee their financial success in an honest and ethical manner. Our personalized wealth management process focuses on meeting a client's unique and ever-changing needs for today and for the future. Investment portfolios are designed to meet individual needs and offer a comprehensive array of investment alternatives tailored to the needs of each individual investor. We make recommendations only after gaining a comprehensive understanding of your personal situation and with your best interests in mind. We build value for our clients through superior customer service and providing the best professional expertise around us to complement our pool of resources. In a nutshell, as our clients seek proper direction toward their financial well-being, it is our intention to provide them with the best road map.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
MEET YOUR ADVISOR
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Ian Morrison
Ian Morrison understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. With more than 25 years of experience in the financial services industry, and as a dually licensed financial advisor with Raymond James Ltd. and Raymond James (USA) Ltd., Ian provides specialized Canada-U.S wealth management solutions to Americans living in Canada and Canadians living in the U.S. Having spent 13 years at a bank-owned brokerage, he has forged an advisory discipline in wealth planning strategies that provides unique solutions to the ever-changing needs of high net worth individuals and business owners in Western Canada.
Ian works closely with clients to translate their personal needs into a strategy for their cross-border accounts and advise clients on both Canadian and US securities. In addition, he provides assistance in dealing with cross-border issues such as PFIC rules and IRA Rollovers. Ian has been practicing in the areas of financial, investment and estate planning and maintains professional networks to assist with taxation, trust & estate, immigration and re-location questions. He’s an American\Canadian dual citizen that can be regarded as a single point of contact for a holistic view of cross-border accounts.
Learn more about us
Raymond James Ltd.
