Meet Janet and Taylor, a team for your financial journey, every step of the way.
Janet Morrow
Founder | Financial Advisor, E.P.C.
Member, Advocis
I believe that at some point in everyone’s life, they will be solely responsible for their financial well-being – this may come by choice or by circumstance and can happen at any stage in life. Through my own experiences, I have learned that being prepared, knowing one’s options and embracing opportunities is empowering and can make a world of a difference - and my goal is to share these experiences with you so you too can be prepared.
I enjoy partnering with clients, learning about their unique needs and working together to create solutions that meet their current and future goals. In fact, as a Sales Leader, I spent more than 20 years of my career doing just that. It is this experience of working with diverse clients that helped me discover my passion, and where I honed my financial knowledge and life experience to connect with clients on their level.
Taylor Morrow, QAFP®
Co-Founder | Client Relations
Financial Planner
Member, Advocis
While working for various companies in Toronto, I quickly realized that I couldn’t just park my desire to help people at the office door. In fact, I did my best work when I could see that what I was doing had a positive impact on the people around me. In a letter I received from my Oma before she passed, she encouraged me to choose a career path that I enjoyed. What great advice!
I look forward to drawing on my experience in relationship management and technology to bring a fresh approach to financial services and the way we interact with our clients. My credentials include a Bachelor of Commerce from Ryerson University. In addition, I currently hold the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ designation and am working toward my Certified Financial Planner designation - expected completion in 2024. I am passionate about lifelong learning, constantly reviewing industry trends and best practices to ensure we are offering our clients the best options to meet their needs.
Becoming confident in your financial future is easy when you have a partner on your side.
Book a coffee chat with us today, and let’s take the first step, together.
