The Morton Group
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For more than 40 years, The Morton Group has managed the wealth of a select group of Canadian families, trusts and foundations. Our mandate is to help you preserve and grow your wealth through tailored investment solutions and a comprehensive wealth strategy to help meet your goals. Dedication to exceptional client experiences, deep authentic relationships, and innovative financial strategies matched to your own risk profile & investment objectives are the foundation of our business.
Being able to offer discretionary portfolio management, we adhere to carefully defined Investment Principles allowing for strict discipline in our portfolio construction and full transparency and disclosure to our clients. While we recognize that each household is unique in their desired goals and risk profiles, we have outlined some commonalities into specific Goals Based Portfolios. These can be leveraged to build out our bespoke investment solutions, customized to help achieve your unique goals.
The Morton Group is a multi-generation family practice. We have personally worked through many of the challenges and objectives we seek to achieve for our clients. In addition to net worth preservation and tax-efficient strategies, we strive to ensure family harmony, a family legacy, and protecting what matters most. By getting to know you, your family, your business, and all that you care about, we work together to develop a comprehensive wealth strategy to help you meet your goals.
Learn more about The Morton Group
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Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Tailored Solutions
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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An ETF Portfolio That Matches Your Goals (and personality)
By The Morton Group
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