Catherine Morton
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Catherine is an Investment Advisor charged with leading business development opportunities for The Morton Group, relationship management with TD specialists and external business professionals, and the lead driver of our client experience model.
Prior to joining the group in 2020, Catherine was with CIBC for fifteen years holding progressive roles in Wealth Management including product management, project delivery and risk management. She completed her undergraduate studies at McGill University and is bilingual in French and English.
Catherine enjoys spending time with her family and volunteering on her children's elementary school parent council, the Board of her Neighborhood Resident’s Association, and is an active member of Partners in Art.
The Morton Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
BA (Hons)
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
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Federal Budget 2024: Ottawa moves to raise capital gains tax on top earners, corporations
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Federal Budget 2024: Ottawa moves to raise capital gains tax on top earners, corporations
In its latest federal budget, Ottawa proposed changes to the capital gains tax rules for wealthy individuals and corporations. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss how this budget could impact your finances.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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