Morton Financial Group is a full service, independent financial planning firm based in Pictou County, Nova Scotia.
We successfully guide our clients to meet their financial goals by developing a clear plan that will optimize their investment outcomes and manage risk.
Our Team
Our recommendations are developed using evidence, experience, and integrity. Each plan is tailored to clients’ unique circumstances, in all phases of their life. We have proudly served the Maritimes for 35 years.
Robert Morton, CLU®
President
Robert started in the financial industry in 1983 and earned his Chartered Life Underwriter (CLU) designation in 1989. Over the past 35 years, Robert has built a successful, independent financial advice firm that is based on his belief that his client’s success should always come first …
Robert Morton
Robert started in the financial industry in 1983 and earned his Chartered Life Underwriter (CLU) designation in 1989.
Over the past 35 years, Robert has built a successful, independent financial advice firm that is based on his belief that his client’s success should always come first.
Robert believes in a common-sense, accessible approach to investing and brings with him a wealth of experience and knowledge. His expertise is sought out by families and business owners throughout the Maritimes. Robert is a recognized leader in the financial industry and has received many awards, both locally and nationally for excellence in his field.
Robert and his wife, Suzanne, are long time residents of Pictou County. They have three children and two wonderful grandchildren. In his spare time, Robert is an avid golfer and runner.
Susan Bates
Office Administrator
Susan joined Morton Financial Group in 2017. Susan is the first point of contact when you call or visit our office. She strives to provide outstanding customer service, ensuring that clients always receive thorough answers in a timely fashion. Susan lives in Trenton with her husband …
Susan Bates
Susan joined Morton Financial Group in 2017. Susan is the first point of contact when you call or visit our office.
She strives to provide outstanding customer service, ensuring that clients always receive thorough answers in a timely fashion.
Susan lives in Trenton with her husband Rick, and their two children: Natasha and DJ.
Scott Duggan
Business Development Manager
Scott joined Morton Financial Group in 2023 and has 8 years of experience in business analysis and customer experience. Scott works behind the scenes to ensure our client experience and business processes run smoothly and keep up with the ever-changing financial industry …
Scott Duggan
Scott joined Morton Financial Group in 2023 and has 8 years of experience in business analysis and customer experience. Scott works behind the scenes to ensure our client experience and business processes run smoothly and keep up with the ever-changing financial industry. We believe this is paramount to the success of our clients.
Scott lives in New Glasgow with his spouse and two dogs. In his spare time, you can find him on the golf course or planning his next travelling adventure.