Morris Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

530 Century St, Winnipeg, Manitoba, R3H ...

Phone Number

(204) 784-2100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Morris Financial

We love love love Jack and Kelly Morris and the financial planning and investment services they provide for our entire family. They are very forthright, honest, knowledgeable and prove in-depth and understandable explanations for what they are doing and why. They keep us informed of any changes they are making with our investments and meet with us twice a year, Spring and Fall, to review our investments and goals. Being with Morris Financial has allowed me to experience a life that would not have been possible otherwise. Their planning has provided me with the financial opportunities to live life different from what I originally thought it would be. Even the knowledge they have imparted is priceless. For that I am appreciative for all their support and advice over the years. I look forward to continuing my relationship with the team at Morris Financial. We have been clients of Morris Financial since 2002. During this 18-year period we have received excellent financial advice, weatheredRead more
Popular SearchesMorris FinancialMorris Financial GroupMorris Financial Group IncMorrisfinancialThe Jack and Stella Morris FoundationSIC Code 62,628NAICS Code 52,523Show more

Morris Financial Org Chart

PhoneEmail
KS
Canada flag for contact location.

Insurance Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morris Financial

<$5M
1-10
Private
-
2020
KS
Kara SlobodianInsurance Advisor
<$5M
1-10
Private
-
2002
DB
Dana BoykoManaging Director & Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Morris Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Morris Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morris Financial.

Morris Financial Tech Stack

A closer look at the technologies used by Morris Financial

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Frequently Asked Questions Regarding Morris Financial

What is Morris Financial's official website?
Morris Financial's official website is www.morrisfinancial.ca
What is Morris Financial's Revenue?
Morris Financial's revenue is <$5 Million
What is Morris Financial's SIC code?
Morris Financial's SIC: 62,628
What is Morris Financial's NAICS code?
Morris Financial's NAICS: 52,523
How many employees does Morris Financial have?
Morris Financial has 1-10 employees
What industry does Morris Financial belong to?
Morris Financial is in the industry of: Finance, Securities Trading
What is Morris Financial competition?
Morris Financial top competitors include: Investment Planning Counsel, Investment Planning Counsel, Dunphy Molloy & Associates, Investment Planning Counsel
What technology does Morris Financial use?
Some of the popular technologies that Morris Financial uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Morris Financial?
Morris Financial contact info: Phone number: (204) 784-2100 Website: www.morrisfinancial.ca
What does Morris Financial do?

We love love love Jack and Kelly Morris and the financial planning and investment services they provide for our entire family. They are very forthright, honest, knowledgeable and prove in-depth and understandable explanations for what they are doing and why. They keep us informed of any changes they are making with our investments and meet with us... twice a year, Spring and Fall, to review our investments and goals. Being with Morris Financial has allowed me to experience a life that would not have been possible otherwise. Their planning has provided me with the financial opportunities to live life different from what I originally thought it would be. Even the knowledge they have imparted is priceless. For that I am appreciative for all their support and advice over the years. I look forward to continuing my relationship with the team at Morris Financial. We have been clients of Morris Financial since 2002. During this 18-year period we have received excellent financial advice, weathered two major market corrections and watched our investments grow steadily. During the 2008 downturn our portfolio fared much better than the norm and during the 2013 downturn our portfolio grew considerably due to innovative and proactive measures taken by Morris Financial. Over the years, like many people, we have dabbled in investing on our own, but this has generally not worked out well. We are happy to leave our investment portfolio in the capable hands of Morris Financial. One less thing to worry about. After many years in the industry, in 2005 we partnered with Croft Financial Group who offered the perfect platform for our clients; a place to build a proprietary investment portfolio system that opened the doors of our industry and created the accountability and transparency that we were searching for, and strongly felt our clients deserved. Since this partnership we have had full control of what our clients are invested in. We started with two pools, founded on a fee-based model, which at that time, was rarely seen available ...Read More

Is Morris Financial a public company?
Morris Financial is private company therefore does not currently have an official ticker symbol
See more information about Morris Financial

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