Our Insights
Our Insights
STAY UP TO DATE
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Articles
  
  Read about the latest investment trends and discover financial planning tips to help you save, invest and think ahead.
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Reports
  
  Explore timely market reports, commentary, thought leadership and portfolio ideas from the Morgan Stanley Wealth Management Canada Chief Investment Strategist.
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Podcasts
  
  Listen to the latest thought provoking commentary on market and investment insights and discover financial planning tips to help you save, invest and think ahead.
What We Do
What We Do
STAY UP TO DATE
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Wealth Management
  
  We help individuals, families, businesses, organizations and institutions to build, preserve and manage their wealth.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Morgan Stanley at Work
  
  We provide a holistic suite of equity, financial wellness and retirement solutions to help employees and companies realize the full potential of workplace benefits.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Investment Banking & Capital Markets
  
  We provide advisory and capital-raising services to help clients execute complex transactions and pursue strategic goals.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Sales & Trading
  
  We offer sales, trading and market-making services and expertise to help global institutions generate superior returns.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Investment Management
  
  We deliver a broad set of investment management solutions to a diverse client base, with a focus on long-term performance and client-centric service.
About Us
About Us
- About the Firm
STAY UP TO DATE
- What started with providing services to Canadian institutions in the 1960s has evolved into Morgan Stanley innovation hubs across Canada.
  
  About the Firm
  
  Our business is rooted in the firm’s longstanding commitment to serving the local community and making a difference.
Careers
Careers
- Work With Us
STAY UP TO DATE
- Our people are our difference. We foster a culture that celebrates diversity and welcomes fresh perspectives.
  
  Work With Us
  
  Explore a range of career opportunities across our businesses and learn how our core values power everything we do.

Wealth Management

Morgan Stanley Virtual Advisor

Morgan Stanley’s Virtual Advisors take a modern approach to help you plan for the future. Get personalized financial advice from a team of professionals to help you achieve your goals.

01

Saving for Your Goals—and Dreams

Balancing everyday spending with larger expenses requires personalized support. We can help you build a plan and stay on track.
02

Paying Down Debt, Smarter

It takes thoughtful planning to tackle debt. Our Virtual Advisors can help you build a strategy that works for your life.
03

Planning for the Retirement You Want

Your retirement plan should be unique to you. We draw on our global investment solutions and research to help you invest for the future you see for yourself.
04

Investing in the Next Generation

It's reassuring to have a plan to pay for higher education before the first bill comes. We can help you create a strategy that maximises your contributions.
05

Thinking Ahead About Family Care

Ensuring you and your loved ones are taken care of can provide invaluable peace of mind. We help clients plan for a variety of needs as they age.

Work With Our Team

Explore how a Morgan Stanley Virtual Advisor can help you reach your financial goals.

Get in touch

A Legacy of Service and Excellence

Our Virtual Advisor team is backed by more than 85 years of the firm’s deep advisory expertise, covering a range of specialties and services.

Tailored Portfolios

We build personalized portfolios that draw on research and recommendations across a wide range of asset classes, themes and models.

Exceptional Advice

Our Virtual Advisors field real-time market intelligence for your portfolio from in-house teams of analysts and strategists.

Powerful Planning Tools

Our intuitive planning tools can help you stay on track through regular performance reviews and proactive portfolio recommendations.

Industry Expertise

At the foundation of your portfolio is the vast intellectual capital of Morgan Stanley’s most experienced investment professionals.

Global Strength

We have a pulse on global capital markets and a vast network of industry contacts and knowledge that support your Virtual Advisor.

Explore Our Insights

Our team is always uncovering new research to support you on your wealth journey. Read the latest insights from our thought leaders on planning for retirement, investing for key milestones and more.