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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.

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. 

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

Reflecting on Change  - December 2020
A year-end message highlighting some of our thoughts on the past year and focus for 2021 by The Morton Group

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

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

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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