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Led by investment advisors Kristine Morga and Lindsey Ross, who have a combined 25 years of industry experience, the Morga-Ross Advisory Team operates with one word at its centre: partnership.
You are smart, in business and in life. You work hard to make a living and want to grow your money for the future as wisely as possible. The Morga-Ross Advisory Team wants to be your partner in reaching your financial goals. But we know you’re not going to enter into a partnership lightly. So, what does partnership mean to us? First, it means a two-way understanding – we respect your experience and knowledge and want to help you trust our expertise in return so, together, we can navigate the markets with confidence. Second, it means communication – a partnership only works through frequent, comprehensive, and accessible communication. So, when there’s something you need us to know, we’ll listen and when there’s any relevant change to your investments, we’ll be in touch with you.
But, above all, partnership means freedom. With mutual respect and communication in place, you have the peace of mind to focus energy on your business, your family, and all things most important to you. Freedom also gives us the autonomy to make informed decisions on your behalf.
A desire for true partnership is why we moved our practice to Wellington-Altus Private Wealth. With the backing of this firm, we can influence the strategic direction of the company and truly put our clients’ needs first.
B.A., B.Admin(Dipl.)
Senior Investment Advisor
Kristine Morga is a Senior Investment Advisor at Wellington-Altus Private Wealth. As an investment advisor for over 20 years, she has had the opportunity to work for credit unions, banks and independent investment firms. These combined experiences have fostered an understanding and big-picture perspective of the markets which helps her determine the best investment strategy for her clients. Kristine is motivated by helping people make their financial dreams a reality with an array of tools, informed and calculated opportunities and communication. Similar to her business partner Lindsey Ross, she too believes that work life balance is important, with travel being a big component for Kristine. With investing, like with travel, some turbulence is expected, but the destination makes the voyage worthwhile. Kristine will work together to navigate the ups and downs of investing to help you arrive at your financial destination.
B.A., B.Comm(Hons.), PFP, CIM
Senior Investment Advisor
Lindsey Ross is a Senior Investment Advisor at Wellington-Altus Private Wealth. As an Investment Advisor for over 15 years, she has worked within various financial sectors including banks, securities and real estate appraisal and now a dedicated wealth management firm. These varied experiences enable her to understand your needs through multiple lenses. She understands that the investment world is complicated, however she doesn’t want it to feel complicated for her clients. Lindsey will work together with you to reach your financial goals, and she will navigate market changes, so they work to your advantage. Lindsey is committed to ensuring you understand your opportunities, risks and market trends and will work to build a plan best suited to your needs. Lindsey’s dedication to her clients is rivaled only by her commitment to her family, which includes two daughters. A work-life balance that includes ample family time and a healthy dose of travel is important to Lindsey.
