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Advisors
2yrs

Daniel Morris

Financial advisor at August Group

Toronto, null M5H 4CFA
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At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office705-320 Bay Street, Toronto, null M5H 4
How the firm is paid ?Percent of assets, Other
States licensed ?1 state

Services through August Group

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Dec 2024 – now
    August GroupCurrent firm

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call August Group at 438-792-5161 and ask for Daniel Morris. Daniel works from the Toronto, null office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Daniel hold?

No exams are listed on the official record.

Is Daniel a fiduciary?

Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Daniel paid?

August Group reports being paid by a percentage of the assets they manage, other fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.