The Morton Group

Tim is a Portfolio Manager and acts in a senior advisor role, sharing his investment knowledge and experience from the last 40+ years with the team and our clients.

Tim received his Chartered Financial Analyst (CFA) designation in 1993.  As past Chief Portfolio Manager of a major investment firm, he has reviewed portfolio management from both the client and firms' perspective, ensuring suitability and performance metrics.
 
Tim splits his time between Toronto, the cottage in the Haliburton Highlands and boating in Florida.


_{The Morton Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.}

Charles is an Associate Investment Advisor and acts as our team's primary relationship manager for many clients, handling a large portion of the portfolio construction, trading and reporting.

Charles has worked with Tim for over twenty years and has over thirty years of experience in financial services.

Charles is an avid reader, hiker and looks forward to seeing more of the world.

Daniel is an Associate Investment Advisor for the team that  drives a large share of the market and portfolio strategy analysis. He also manages a large portion of the portfolio construction, trading and wealth planning.

Daniel joined the group in 2009 after graduating from Western University where he played for the varsity squash team. He holds the Chartered Investment Manager designation, is options licensed and holds a certificate in Advanced Investment Advice from the Canadian Securities Institute.

Daniel enjoys time at the family cottage on Paudash Lake and playing the guitar. He continues to be an avid squash player.

Chris is the team's Client Service Associate and the go to person for administrative solutions, day-to-day cash management solutions and your primary point of contact to direct you accordingly.

Since 1973 Chris has worked in a variety of industries including food and agriculture, aviation, and transportation, finally settling in with The Morton Group in 1996.

Weekends finds Chris on his motorcycle during the warmer seasons and on his sled in the winter, riding the roads and
trails of Central Ontario's cottage country.

Catherine is the team's newest Associate Investment Advisor charged with leading business development opportunities for the group, relationship management with TD and external business professionals, and the lead driver of our client experience model going forward.

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 at her children's day care center and elementary school parent council.