Morton Financial Group

It's never too early to thinking of your future.

TFSAs (Tax Free Saving Accounts) serve so many purposes at all stages of life. A TFSA can be used for retirement, help you save for a home, or an emergency fund.

Contact us today through phone (1-902-755-1090), e-mail, or right here on Facebook to start thinking about your future, today.

New year, new changes!

What you need to know about the CPP changes in 2024. Check out the information in the comments below to stay up to date on how this may impact you.

If you need more information, don't hesitate to reach out. Contact information can be found at https://mortonfinancialgroup.ca/

Changes for 2024!

Don't forget to check out the CPP changes this year and how they may impact you.

Here are the changes to CPP deductions starting in 2024 Upgraded CPP policies were designed to boost retirement income for Canadians

Happy Friday! 😀🥳

Stay on top of your taxes for 2024! Here are some changes that may impact you.

https://globalnews.ca/news/10199422/2024-tax-changes/

As we step into 2024, we at Morton Financial Group express our heartfelt gratitude for your unwavering support. Happy New Year!

Christmas can be stressful.

Check out these 8 helpful tips to help control your spending during the holidays!

8 Tips To Help You Control Holiday Spending Use these practical tips to help curb excess holiday spending and ensure you stay on budget for the new year.

Staying informed is essential.

Check out our most recent blog post to keep up to date on the markets.

Last Week in the Markets: December 11-15/2023 | Morton Financial Group U.S. equity indexes rose for the seventh consecutive week adding another 2½ to 3%. The Dow set a new record high that bested the previous peak of January 4th, 2022, nearly two years ago. The S&P 500 is about 1% its all-time high, and the NASDAQ is 8% short of its high-water mark. The TSX has not be...

Morton Financial Group updated their phone number.

The Connection Between Health and Wealth

Meeting with a financial planner helped people overcome financial stress and regain control over their future finances. If you aren't sure where to start, give us a call! We would be happy to help!

robertmortonfinancial.ca Executive Summary As many of us know, financial stress can impact many areas of our lives. A study conducted by Fidelity in collaboration with Stanford University found that the worse financial shape ...

Robert Morton Financial Services Limited - About Us

Meet the Advisors at Robert Morton Financial Services! We are here to help you with all your financial needs and questions. Call us today to set up an appointment!

robertmortonfinancial.ca Our philosophy is simple: commitment to our clients.  We are dedicated to working diligently and ethically to provide expert advice that will enable our clients to make well informed decisions.  This guidance will allow them to develop a reliable plan to succeed in reaching their financial goals.

The Financial Challenges of Caring for an Aging Parent

Caring for a parent can be an overwhelming task, but taking the time to plan well ahead of time will provide you with sense of security that you will be prepared for what is to come.

robertmortonfinancial.ca Executive Summary Canada’s population is aging at an exponential rate and its showing no sign of slowing down. For the first time ever, according to Statistics Canada, seniors are outnumbering children. ...

The Basics of Flow Through Investing

Flow through investing can be an exciting and tax advantaged investment opportunity for the right investor.

robertmortonfinancial.ca Executive Summary Flow through shares, or flow through investing, is a complex investment vehicle available to Canadians who wish to invest in the resources sectors. They were created in the 1950’s as...

Maximize your child’s post-secondary education savings

Saving for your child’s education is probably one of your priorities along with saving for other short and long term goals. That’s why it’s important to make sure every dollar you put towards your child’s post-secondary education savings goes as far as possible.

manulife.ca When you’re saving for your child’s education, make every dollar count with these three strategies.

Ways to Save

Ways to Save

manulife.ca Tax Free Saving Accounts don't have to be confusing. Find out more about their benefits and how they can help you save.

Clearing The Clutter: 4 Financial Tips

If you’re ready to get your finances in order, here are four simple things that you can do now:

manulife.ca Being financially organized contributes greatly to feeling prepared. Here are four simple strategies that can help you now.

Stretching the Possiblities for Health

manulife.ca Regular exercise has immeasurable health benefits, especially while at the office by following three stretches you can do from your workstation.

Document Preview

There are a number of great (and free) digital tools designed to help you manage, track and budget your money. Not sure where to start? Give us a call, we would be happy to help!

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