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The Morton Group

Sound investment advice built to help weather all market conditions

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.

As discretionary portfolio managers, 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 business.  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. 

At TD Wealth Private Investment Advice, we collaborate with other TD Specialists, to provide the comprehensive range of expertise that you may need.  Together they offer:

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To learn more about our Team and our approach, scroll through our Publications below.

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.



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ADDITIONAL CONTACT

Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151

Our Publications

Einstein's Eighth Wonder of the World  - September 2020
A review of the various funding techniques for RESP's by James Morton

An Interesting Time
 - July 2020
Market commentary by Charles Wurtzburg

Global Risk Controlled Equity Update
 - June 2020
How our ETF portfolio (GRCE) is currently positioned by Tim Morton and Daniel Morton

#NewNormal - April 2020
An introduction to our newest team member by Catherine Morton

Disruptor Stocks With Exponential Possibilities  - February 2017
Practical considerations to investing in disruptive stocks by Tim Morton 

Globe Mail's Your Guide to ETF Investing  - Fall 2016
An article published in the Globe & Mail's - Your Guide to ETF Investing - about ETF portfolio construction by Daniel Morton

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

A Winning Personality

How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

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