Meet The Team

Allan Morse, Vice-President, Investment Advisor
Allan started his career with a well-respected investment firm in 1993 before joining RBC Dominion Securities, Canada’s leading investment firm, in 2006. As team leader, Allan’s focus is on developing comprehensive wealth management strategies to meet your multi-faceted financial and lifestyle needs.  Allan is actively involved in the community, currently on the board of the QEH Foundation and on the advisory committee of the U.P.E.I. School of Business. He graduated from UPEI in 1991 with an Honours degree in Business Administration.  Allan and his wife, Ellen, enjoy spending time with their two boys, Jack and Charlie, as well as boating, skiing, golfing and traveling.

Colin Hawes, Investment Advisor
Colin has been working with clients and helping with their financial and investment goals since 1992.  His focus is on developing and overseeing client financial and investment strategies.  Colin graduated from UPEI in 1991 with a degree in Business Administration.  Away from the office, Colin volunteers as a coach and board member in the Pownal Minor Hockey Association.  He also enjoys spending time at home in Stratford with his wife Kellie, and their children, Cole and Chloe, as well as fishing, golfing, and other outdoor pursuits.
 

Bev McIsaac, Associate
Bev's career in financial services started in 1987 after graduating from UPEI with a Degree in Business Administration.  In 1998, she joined the Morse Team, where she manages client administration, including inquiries about transactions, dividends, registered accounts, and tax topics. Bev is an active member of her church and community volunteer.  She and her daughter, Maria, live in Fairview.


Elaine Waddell, Administrative Assistant
A member of the Morse Team since 1995, Elaine is the team's client service manager.  She is your first point of contact for your day-to-day needs.  Elaine is a graduate of the Holland College Administration program.  Elaine and her husband, Ross, live in Stratford with their 2 boys, Lucas & Andrew.  They are actively involved in hockey and soccer and enjoy boating, skiing and being outdoors.


Languages Spoken
English

Specialties
· Advisory & Professional Investment Management Services
· Annuities
· Cash Management Accounts
· Charitable Giving
· Fee-based Accounts
· Financial Planning Services
· Government Bonds
· Insurance
· International Investments
· Managed Money Accounts
· Mutual Funds
· Online Access
· Registered Education Savings Plans (RESPs)
· Registered Retirement Income Funds (RRIFs)
· Registered Retirement Savings Plans (RRSPs)
· Retirement & Estate Planning Services