The Morton Group

The Morton Group

Sound investment advice built to help weather all market conditions

Phone

Office

(416) 307-8863

Office Location

77 Bloor Street West 21st Floor Toronto, ON M5S 1M2. map

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

Check out our brochure and learn more about our approach

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Share a joint account with a parent? This new tax rule could apply to you

Article

Share a joint account with a parent? This new tax rule could apply to you

If you share a bank account with a parent or relative, you may have to file a T3 return this tax season. That's because a joint account may be considered a "bare trust." According to new CRA trust reporting rules, these trusts are now required to file a return. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to provide more clarity on this issue.

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

PDF

An ETF Portfolio That Matches Your Goals (and personality)

By The Morton Group