Fred Morris is the founding member of our Team. Fred started Vision Financial Services in 1990 as a tax preparation service. By 1993, he had expanded his business to include small business bookkeeping, financial and estate planning and personal life and disability insurance products. In 1999, he earned his Certified Financial Planning™ (CFP) designation and was well on his way to establishing a successful financial service business in downtown Fergus. For more than 20 years Fred’s clients have trusted his tax and investment advice and have come to appreciate his unique ability to clearly explain the complex concepts of money management.
Sheldon Morris joined the Vision Financial Services team in 2006. Building on his expertise in Income Tax Preparation and advising on Investment Funds, he successfully completed his designation as a Certified Financial Planner™ in January of 2009. Committed to Vision Financial Services’ high standard of customer services, Sheldon looks forward to assisting a new generation of Canadians reach their unique financial goals. Sheldon can help you save for that first home, take a dream vacation, prepare your children’s post-secondary education, or to start planning your retirement now.
Donna Salo joined Vision Financial Services in May of 1998 as the Client Services Manager. She is often the first person new and existing clients hear when calling the office. Trained in all aspects of administrative and compliance regulations, clients have benefited from her knowledge and commitment to personal service.
Susan Hirtle has been with Vision Financial Services since May of 2003 and has provided bookkeeping and payroll services for small businesses. Her easy going personality and knowledge of the regulatory challenges facing small businesses has made the administrative burden much easier for her clients to manage.