James Morton
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James is a Portfolio Manager overseeing the day-to-day investment decisions of the business, including monitoring the performance of externally managed funds and identifying product & solutions that may help address client's financial objectives and needs.
After graduating from York University in 2005 James went on to manage a property development company where he oversaw the design and construction of single-family residences in multiple jurisdictions in Ontario. In 2009, James transitioned his career and joined The Morton Group at which point he earned his Chartered Investment Manager designation and Certificate in Advanced Investment Advice from the Canadian Securities Institute.
James enjoys spending time with his family up at their cottage and can often be found with a tool in his hands wrenching on a motorcycle or vintage car.
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.
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Investment Planning
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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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