The Morton Group
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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'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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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
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.
Oil prices have pulled back. So what does it mean for prices at the pump?
Article
Oil prices have pulled back. So what does it mean for prices at the pump?
The price of oil has pulled back from recent highs amid fears a global recession could crimp demand. Greg Bonnell speaks with Andriy Yastreb, Energy Analyst at TD Asset Management, about what's causing the decline and what it could mean for gas prices at the pump.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Medical professionals: What new capital gains rules mean for you
Article
Medical professionals: What new capital gains rules mean for you
Proposed changes to the capital gains inclusion rate in the latest federal budget are creating some concern for medical professionals. How could the changes impact your retirement strategy, particularly if you have investments inside your corporation? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
An ETF Portfolio That Matches Your Goals (and personality)
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An ETF Portfolio That Matches Your Goals (and personality)
By The Morton Group