The Morton Group
Fax: (416) 369-8501
For more than 35 years, The Morton Group has Provided Private Wealth Management for High Net Worth Canadian Investors, Trusts, IPPs and Endowments
|As a high net worth investor in Canada, you may have experienced some pain in your portfolio over the past few years. And, if so, you are definitely not alone.|
The Morton Group believes that the best solution for high net worth Canadians when building and preserving wealth is to protect their downside through prudent monitoring of portfolio risk.
Working with The Morton Group, clients invest in a segregated portfolio based on a strategy that is matched to your own risk profile.
ETFs (Exchange Traded Funds) are utilized in our discretionary investment strategies allowing us as portfolio managers to construct well diversified and transparent portfolios; whether the goal is for income, growth or a combination of the two.
We additionally work closely with your accountant, consultant, lawyer and outside money managers to insure you have a clear understanding of your overall investment framework.
The Morton Group is committed to providing value, full transparency and disclosure to our clients through fee based investment counseling.
For more information about working with The Morton Group please send us an email or call us at 416-369-8792 to speak with us today.
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