Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
James is a Portfolio Manager overseeing the day-to-day investment decisions of the business, including monitoring the performance of externally managed funds and identifying product & solutions that may help address client's financial objectives and needs.
After graduating from York University in 2005 James went on to manage a property development company where he oversaw the design and construction of single-family residences in multiple jurisdictions in Ontario. In 2009, James transitioned his career and joined The Morton Group at which point he earned his Chartered Investment Manager designation and Certificate in Advanced Investment Advice from the Canadian Securities Institute.
James enjoys spending time with his family up at their cottage and can often be found with a tool in his hands wrenching on a motorcycle or vintage car.
The Morton Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Investment Advisor
BA (Hons)
Catherine is an Investment Advisor charged with leading business development opportunities for The Morton Group, relationship management with TD specialists and external business professionals, and the lead driver of our client experience model.
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 on her children's elementary school parent council, the Board of her Neighborhood Resident’s Association, and is an active member of Partners in Art.
The Morton Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
Associate Investment Advisor
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.
Client Service Associate
Client Service Associate
Jan is the team's Client Service Associate and the go to person for administrative solutions, day-to-day cash management, documentation, and technical support.
Before joining The Morton Group in 2021, Jan spent eight years in the Financial Service Industry providing attentive service to all his clients. He is a University of Guelph graduate, and is currently working towards his Chartered Investment Manager designation.
Jan is an avid reader and sports fan, supporting all of the Toronto Sports teams. On the weekend you can find him at the golf course or travelling somewhere new.
Additional TD Specialists
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.