Michael Morton, CIM, PFP
Investment and Retirement Specialist, National Bank

With 17 years of experience in wealth management, Michael Morton specializes in building investment portfolios that stand the test of time. As an Investment and Retirement Specialist, he takes a holistic approach, ensuring that each client’s savings and investment strategy aligns with their aspirations for the future.

Michael began his career in wealth management during the Great Recession, gaining firsthand experience in navigating market volatility. Over the years, he has held positions at some of Canada’s largest banks, equipping him with the expertise to solve complex financial challenges. He works primarily with clients in the latter accumulation phase, helping them consolidate assets, review their financial strategies, and prepare for a secure retirement.

His focus is on building personalized retirement plans that prioritize long-term growth while managing risk. By carefully maintaining investment portfolios and keeping clients’ goals on track, Michael ensures they can transition smoothly into retirement and enjoy the financial freedom they’ve worked toward.

A father of two and a hockey enthusiast, Michael is as passionate about financial strategy as he is about the game.

Interested in Speaking with Michael Morton?

Contact Jordan Dickson at jordan.dickson@nbc.ca or call 905 433-0215.

Jordan will introduce you by email and CC you on the conversation so you can connect directly.