DOUGLAS MORRISON has been providing investment advice and financial planning information to clients since 1972. While firm names have changed over the years, Doug's entire career has been with CIBC Wood Gundy and predecessor companies. The initial firm was Doherty Roadhouse and McQuaig.
Designations include a Bachelor of Science degree from UBC; plus the FCSI designation, (Fellow of the Canadian Securities Institute). Doug is also qualified to assist clients with Life Insurance and completed the Professional Financial Planning course in 2002.
Doug's investment policy is based on portfolios customized to the individual objectives to balance growth, income and risk. The majority of investment recommendations are Blue Chip and other high quality corporations.
While individual quality equities are the foundation of most portfolios, the fixed income portion of portfolios usually consists of CSBs and OSBs, as well as Government coupons for short term investing.
Clients are encouraged to call, visit, and/or send e-mails whenever they have questions on any aspect of their portfolios or potential investments in which they may have an interest.
KATHY WILKINSON has been assisting Doug for over twenty years. Kathy's main responsibilities are to focus on client administration, and clients are urged to contact Kathy at any time.