Troy Morris
About Troy Morris
Troy Morris serves as the Division Director at Investors Group Financial Services Inc. in Ottawa East and South, focusing on financial planning and wealth management since 2016.
Work at Investors Group Financial Services Inc.
Troy Morris has held the position of Division Director at Investors Group Financial Services Inc. since 2016. In this role, he operates primarily in the Eastern Ontario region, focusing on financial planning. His responsibilities include overseeing wealth creation, protection, and management initiatives. Prior to his current role, he worked as a Consultant at the same firm since 2005, accumulating a total of 19 years of experience within the organization. Morris has played a significant role in the transition and evolution of IG Wealth Management, actively promoting the 'new IG' approach.
Education and Expertise
Troy Morris earned a Bachelor of Arts degree in Law and Political Science from Carleton University, where he studied from 1992 to 1997. His educational background provides a foundation for his expertise in financial planning and management. This academic experience contributes to his understanding of the regulatory and legal aspects of financial services, enhancing his ability to serve clients effectively in the financial sector.
Background in Financial Services
Before joining Investors Group Financial Services Inc., Troy Morris worked at RBC Global Asset Management as a Manager for Eastern Ontario from 1990 to 2005. During this 15-year tenure, he gained valuable experience in asset management and client relations, which has informed his subsequent roles in financial planning and wealth management. His extensive background in the financial services industry has equipped him with the skills necessary to navigate complex financial landscapes.
Achievements in Wealth Management
Throughout his career at IG Wealth Management, Troy Morris has been involved in various initiatives related to wealth creation, protection, and management. His focus on these areas has contributed to the overall growth and development of financial planning services in the Eastern Ontario region. Morris's commitment to promoting the 'new IG' reflects his dedication to adapting to industry changes and enhancing client service.