At the Morcom Wealth Management Group, we’re known for our disciplined approach and unwavering commitment to an exceptional client experience.
We provide integrated expertise across portfolio management, financial planning, insurance, and estate strategies. Offering forward-thinking advice designed to adapt as your life evolves.
As part of Wellington-Altus Private Wealth, we’re backed by one of Canada’s leading independent wealth firms – recognized nationally for its client-first philosophy.
This allows us to offer truly personalized advice, with the strength of a leading platform behind us.
Awarded to our team founder, Darren Morcom, the Portfolio/Discretionary Manager of the Year award recognizes his thoughtful investment approach and dedication to client-first portfolio management.
Recognized among Canada’s top wealth advisory teams, the Advisory Team of the Year excellence awardee distinction highlights the strength of our team and our commitment to delivering an exceptional client experience.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.
Investment Executive 2025 Brokerage Report Card