Our Vision
To be the best available resource to solve our clients’ most complex health, wealth, and legacy challenges.
Our Mission
Our team of experts collaborate and innovate to offer strategic advice and targeted insurance solutions for our clients, while aligning our work with the highest industry standards.
Our Core Values
The Targeted Commitment
Integrity
Giving
Collaboration
Innovation
We are transparent and accountable to our clients, business partners and each other. We adhere to the regulations of our professions and we maintain even higher standards for our actions.
We grow as individuals and as a team when we help to grow our communities by providing support and service. We encourage and celebrate one another to give back in ways that pay it forward.
We partner with our clients’ advisors to deliver holistic health, wealth and legacy plans. We believe in nurturing trusted relationships that leverage the power of our collective expertise.
We value possibilities and continuous improvement over process. We provide customized solutions to achieve our clients’ individual health, wealth and legacy goals.
Our Evolution
Targeted Strategies Limited was founded 25 years ago by Garnet Morris.
With his creativity, entrepreneurial spirit and a focus on possibilities, Garnet developed insurance solutions that helped clients effectively plan for the financial challenges of estate planning. His goals remained the same as his clients’: Ensuring their businesses and families remain strong, for future generations.
Garnet recognized that entrepreneurs, like himself, can have bright ideas and achieve great success, but they need help to build a sustainable organization that can support clients for multiple generations. In 2016, Garnet hired an Advisory Board which appointed Susan Kichuk, Ph.D., to be the CEO of The Targeted Strategies Group. Susan brings almost 30 years of expertise in developing business strategy and building high-performing teams and organizations that achieve exceptional results.
In the last five years, TTSG has grown rapidly, from 17 to over 125 professionals with unique backgrounds and diverse experience, in five offices across Canada. This includes an impressive network of Principals and Senior Advisors who are essential to the services TTSG provides.
Today TTSG is proud to protect, preserve and optimize the health and wealth of its clients across generations.