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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 July 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 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

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*@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 · 18 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 →

DR Dustin Regehr, Cfp, Cim Dustin Regehr, Cfp, Cim Colleague at Ci Assante Wealth ManagementEdmonton, Alberta, Canada View → SM Sam Madio Sam Madio Colleague at Ci Assante Wealth ManagementToronto, Ontario, Canada View → JC Janaye Chubb, Cfp Janaye Chubb, Cfp Colleague at Ci Assante Wealth ManagementBattleford, Saskatchewan, Canada View → DF Donella Fortner Donella Fortner Colleague at Ci Assante Wealth ManagementSurrey, British Columbia, Canada View → DD Dominic Desbiens Dominic Desbiens Colleague at Ci Assante Wealth ManagementSaint-Basile-Le-Grand, Quebec, Canada View → AN Agota Nagy Agota Nagy Colleague at Ci Assante Wealth ManagementMontreal, Quebec, Canada View → DP Don Proteau Don Proteau Colleague at Ci Assante Wealth ManagementVancouver, British Columbia, Canada View → IZ Ilya Zelinskiy Ilya Zelinskiy Colleague at Ci Assante Wealth ManagementCanada View → CM Connor Mathers Connor Mathers Colleague at Ci Assante Wealth ManagementSarnia, Ontario, Canada View → GM Graham Milligan Graham Milligan Colleague at Ci Assante Wealth ManagementKingston, Ontario, 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 Dustin Regehr, Cfp, Cim, Sam Madio, Janaye Chubb, Cfp, Donella Fortner, and Dominic Desbiens.

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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