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Duncan Morton, Cfa Email & Phone Number

Vice President, Managed Accounts and Portfolio Manager at CI Assante Wealth Management
Location: Toronto, Ontario, Canada 7 work roles 1 school
1 work email found @td.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@td.com
LinkedIn Profile matched
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Current company
CI Assante Wealth Management
Role
Vice President, Managed Accounts and Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
1292 employees

Who is Duncan Morton, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Duncan Morton, Cfa is listed as Vice President, Managed Accounts and Portfolio Manager at CI Assante Wealth Management, a company with 1292 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Duncan Morton, Cfa.

Duncan Morton, Cfa previously worked as Vice President, Managed Accounts & Portfolio Manager at Ci Assante Wealth Management and Senior Portfolio Consultant, Wealth Investment Office, TD Wealth at Td. Duncan Morton, Cfa holds Bachelor Of Arts (Ba), Political Science from Dalhousie University.

Company email context

Email format at CI Assante Wealth Management

This section adds company-level context without repeating Duncan Morton, Cfa's masked contact details.

*@td.com
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AeroLeads found 1 current-domain work email signal for Duncan Morton, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Duncan Morton, Cfa

Duncan Morton, Cfa is a Vice President, Managed Accounts and Portfolio Manager at CI Assante Wealth Management. He possess expertise in portfolio management, project management, financial analysis, equity trading, bonds and 13 more skills.

Listed skills include Portfolio Management, Project Management, Financial Analysis, Equity Trading, and 14 others.

Current workplace

Duncan Morton, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

CI Assante Wealth Management
Ci Assante Wealth Management
Vice President, Managed Accounts and Portfolio Manager
Toronto, ON, CA
Website
assante.com
Employees
1292
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Company profile
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7 roles · 17 years

Duncan Morton, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Consultant, Wealth Investment Office, Td Wealth

Td

79 Wellington St. West, Toronto, ON

Oct 2021 - Jul 2024

Associate, Investment Products And Platforms

Ia Private Wealth

26 Wellington St. East, Toronto, ON

Nov 2017 - Oct 2021

Investment Advisor

Bmo Nesbitt Burns

100 King St. West, Toronto, ON

2014 - 2016 ~2 yrs

Investment Advisor

Cibc Wood Gundy

181 Bay St., Toronto, ON

2011 - 2013 ~2 yrs
Team & coworkers

Colleagues at CI Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 1292 employees →

SK Srinath Kanagalingam Srinath Kanagalingam Colleague at Ci Assante Wealth Management Mississauga, Ontario, Canada, Canada View → FB François Beaudry François Beaudry Colleague at Ci Assante Wealth Management Gatineau, Quebec, Canada, Canada View → SH Serena Hak, Mfa-P Serena Hak, Mfa-P Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → MC Matthew Commisso Matthew Commisso Colleague at Ci Assante Wealth Management Vaughan, Ontario, Canada, Canada View → AG Avinash Gopichand, Clu® Avinash Gopichand, Clu® Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → SM Steluta Mazilu Steluta Mazilu Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → FA Fides Angelica Macabali Fides Angelica Macabali Colleague at Ci Assante Wealth Management Canada, Canada View → IL Iris L. Iris L. Colleague at Ci Assante Wealth Management Greater Toronto Area, Canada, Canada View → RJ Richard Johnson Richard Johnson Colleague at Ci Assante Wealth Management Antigonish, Nova Scotia, Canada, Canada View → JM Janice Mcmaster Janice Mcmaster Colleague at Ci Assante Wealth Management Haliburton, Ontario, Canada, Canada View →
1 education record

Duncan Morton, Cfa education

FAQ

Frequently asked questions about Duncan Morton, Cfa

Quick answers generated from the profile data available on this page.

What company does Duncan Morton, Cfa work for?

Duncan Morton, Cfa works for CI Assante Wealth Management.

What is Duncan Morton, Cfa's role at CI Assante Wealth Management?

Duncan Morton, Cfa is listed as Vice President, Managed Accounts and Portfolio Manager at CI Assante Wealth Management.

What is Duncan Morton, Cfa's email address?

AeroLeads has found 1 work email signal at @td.com for Duncan Morton, Cfa at CI Assante Wealth Management.

Where is Duncan Morton, Cfa based?

Duncan Morton, Cfa is based in Toronto, Ontario, Canada while working with CI Assante Wealth Management.

What companies has Duncan Morton, Cfa worked for?

Duncan Morton, Cfa has worked for Ci Assante Wealth Management, Td, Ia Private Wealth, Bmo Nesbitt Burns, and Cibc Wood Gundy.

Who are Duncan Morton, Cfa's colleagues at CI Assante Wealth Management?

Duncan Morton, Cfa's colleagues at CI Assante Wealth Management include Srinath Kanagalingam, François Beaudry, Serena Hak, Mfa-P, Matthew Commisso, and Avinash Gopichand, Clu®.

How can I contact Duncan Morton, Cfa?

You can use AeroLeads to view verified contact signals for Duncan Morton, Cfa at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Duncan Morton, Cfa attend?

Duncan Morton, Cfa holds Bachelor Of Arts (Ba), Political Science from Dalhousie University.

What skills is Duncan Morton, Cfa known for?

Duncan Morton, Cfa is listed with skills including Portfolio Management, Project Management, Financial Analysis, Equity Trading, Bonds, Alternative Investments, Option Trading, and Fundamental Analysis.

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