About Morris Financial

Chris Morris has specialized in the benefits field since 1981. He started his career working in the group department of three large insurance companies, Metropolitan Life, Crown Life and Blue Cross. He worked in numerous positions in underwriting and sales over a 15 year period. This involved designing benefit plans, pricing benefit plans, selling group benefits and fulfilling the needs and demands of the clients. During this period, he serviced company benefit plans ranging in size from 2 employees up to 10,000 employees across Canada.

In 1996, Chris Morris left the employment of the insurance companies to start the group underwriting and brokerage firm, Morris Financial Services Ltd., in Calgary, Alberta.

Since 1996, Morris Financial Services Ltd. has specialized in underwriting, service and consultation of group benefits, group RRSP’s and Health Care Spending Accounts.

Our business strategy is simple;

• Always place our client’s needs first.
• Provide the best service available in the industry to our client and to their staff.
• Secure the lowest cost for our clients on a year over year basis
• Continuously expand and improve our list of services
• Always have a focus on building the employer / employee relationship

Our ability to deliver what we promise is reflected in the high retention rate and length of the relationships with our existing clients.

Testimonials

“We have found Chris to be a very knowledgeable and diligent resource, providing us with timely recommendations. His staff presentations are excellent, maintaining the staff interest by including humor into his presentation.”

Robert Campbell, CFO, NewsWest Corp.

“Chris Morris was an invaluable asset in our eventual success, providing our board with accurate and complete information on matters such as plan design, plan cost, industry standards, private and public comparables, and other developmental comparables.”

Mark Faires, President, Calgary Fire Fighters Association.

“He offered us some cost cutting ideas and we are convinced that we got the best rates possible from the insurance company. In fact we were able to offer our employees significantly more benefits at virtually the same cost as our old plan.”

Todd Schaan C.A., CFO, Cardel Custom Homes.