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Daniel Morton Email & Phone Number
Senior Client Solutions Architect
at
Portfolio Aid Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Client Solutions Architect
Location
Cobourg, Ontario, Canada
Company size
Who is Daniel Morton? Overview
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Quick answer
Daniel Morton is listed as Senior Client Solutions Architect at Portfolio Aid Inc., a company with 50 employees, based in Cobourg, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Daniel Morton.
Daniel Morton previously worked as Manager, Business Implementation, Operations at Manulife Wealth and Senior Manager, Regulatory Supervisory Analytics at Manulife Securities.
Company email context
Email format at Portfolio Aid Inc.
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Portfolio Aid Inc.
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Profile bio
About Daniel Morton
I am an experienced contributor in the financial advice sector. I bring a thorough and technical understanding of all aspects of dealer operations. I also have strong aptitude for data analysis, producing useful reporting from complex data systems. My objectives are to bring efficiency and effectiveness to everything I touch, and through that to deliver the smoothest operation possible. Never accept "that's just how it is", there is always room for improvement!
Current workplace
Daniel Morton's current company
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Portfolio Aid Inc.
6 roles
Daniel Morton work experience
A career timeline built from the work history available for this profile.
Manager, Business Implementation, Operations
Oct 2022 - Oct 2024
Senior Manager, Regulatory Supervisory Analytics
Nov 2019 - Oct 2022
Compliance Officer
- Unclaimed Property, Regulatory Audits, Managed Accounts, custom reporting- Primary contact for risk rating management in the Portfolio Aid application- Represent compliance on various projects as needed- Registered supervisor with IIROC and MFDA
Nov 2017 - Nov 2019
Operations Specialist/Financial Advisor/Process & Project Specialist
Operations Specialist - Expert in processing most aspects of daily dealer operations - Specialist in client account transfers, both internal and external - Conversant with account documentation requirements including registered plansFinancial Advisor - Backup house advisor - Handling client inquiries regarding their accounts - Processing redemption.
Aug 2011 - Nov 2017
Imaging Technician 3
Jan 2010 - Jul 2011
Team & coworkers
Colleagues at Portfolio Aid Inc.
Other employees you can reach at portfolioaid.com. View company contacts for 50 employees →
AD
Amanda D'Ercole
Colleague at Portfolio Aid Inc.Canada, Canada
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AH
Amanda Hamil, Pmp
Colleague at Portfolio Aid Inc.Burlington, Ontario, Canada, Canada
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TO
Temi Osunsanya Csm.
Colleague at Portfolio Aid Inc.Canada, Canada
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AT
Ansa Theresa Joseph
Colleague at Portfolio Aid Inc.Kitchener, Ontario, Canada, Canada
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MH
Mahad Hassan
Colleague at Portfolio Aid Inc.Greater Toronto Area, Canada, Canada
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SM
Sha Mohabir
Colleague at Portfolio Aid Inc.Greater Toronto Area, Canada, Canada
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RR
Rose Rea
Colleague at Portfolio Aid Inc.Hanover, Ontario, Canada, Canada
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GS
Gurpreet Singh
Colleague at Portfolio Aid Inc.Waterloo, Ontario, Canada, Canada
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SW
Sisi Wang
Colleague at Portfolio Aid Inc.Ottawa, Ontario, Canada, Canada
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AC
Anmole Chaudhry
Colleague at Portfolio Aid Inc.Markham, Ontario, Canada, Canada
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Amanda D'Ercole
Colleague at Portfolio Aid Inc.Canada, Canada
View →
AH
Amanda Hamil, Pmp
Colleague at Portfolio Aid Inc.Burlington, Ontario, Canada, Canada
View →
TO
Temi Osunsanya Csm.
Colleague at Portfolio Aid Inc.Canada, Canada
View →
AT
Ansa Theresa Joseph
Colleague at Portfolio Aid Inc.Kitchener, Ontario, Canada, Canada
View →
MH
Mahad Hassan
Colleague at Portfolio Aid Inc.Greater Toronto Area, Canada, Canada
View →
SM
Sha Mohabir
Colleague at Portfolio Aid Inc.Greater Toronto Area, Canada, Canada
View →
RR
Rose Rea
Colleague at Portfolio Aid Inc.Hanover, Ontario, Canada, Canada
View →
GS
Gurpreet Singh
Colleague at Portfolio Aid Inc.Waterloo, Ontario, Canada, Canada
View →
SW
Sisi Wang
Colleague at Portfolio Aid Inc.Ottawa, Ontario, Canada, Canada
View →
AC
Anmole Chaudhry
Colleague at Portfolio Aid Inc.Markham, Ontario, Canada, Canada
View →
1 education record
Daniel Morton education
-
None
FAQ
Frequently asked questions about Daniel Morton
Quick answers generated from the profile data available on this page.
What company does Daniel Morton work for?
Daniel Morton works for Portfolio Aid Inc..
What is Daniel Morton's role at Portfolio Aid Inc.?
Daniel Morton is listed as Senior Client Solutions Architect at Portfolio Aid Inc..
Where is Daniel Morton based?
Daniel Morton is based in Cobourg, Ontario, Canada while working with Portfolio Aid Inc..
What companies has Daniel Morton worked for?
Daniel Morton has worked for Portfolio Aid Inc., Manulife Wealth, Manulife Securities, and Manulife Financial.
Who are Daniel Morton's colleagues at Portfolio Aid Inc.?
Daniel Morton's colleagues at Portfolio Aid Inc. include Amanda D'Ercole, Amanda Hamil, Pmp, Temi Osunsanya Csm., Ansa Theresa Joseph, and Mahad Hassan.
How can I contact Daniel Morton?
You can use AeroLeads to view verified contact signals for Daniel Morton at Portfolio Aid Inc., including work email, phone, and LinkedIn data when available.
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