John Duke, CIM®, FCSI®
Senior Portfolio Manager & Financial Advisor
Phone:
(416) 943-8368(416) 943-8368
Morgan Stanley Wealth Management Canada Inc.
Duke Wealth Management Team
Direct:
(416) 943-8368(416) 943-8368
Our Mission Statement
We go beyond investing, weaving together all aspects of your finances to ensure your wealth needs are seamlessly managed in a coordinated and strategic manner.
Our Story and Services
Our Story
We are committed to providing exceptional financial guidance and portfolio management services. With a focus on acting as fiduciaries, we manage portfolios on a discretionary basis for individuals, families and businesses that trust us to deliver consistent service and returns. We believe that investing is an art, not a science, and as the financial landscape evolves over the next 20 years, our clients can rely on our calm, clear, and rational advice to navigate these changes with peace of mind.
What Sets Us Apart
Our approach is unique – We offer a mix of fee-based, discretionary, and commission-based accounts, creating a tax-efficient strategy that provides customized solutions, and minimizes fees. Our consolidated portfolio review packages are designed to be simple and easy to understand, ensuring clarity for our clients.
At Duke Wealth Management, we tap into the tailored solutions of Morgan Stanley Wealth Management Canada Inc., while also leveraging Morgan Stanley's global resources to deliver sophisticated, client-focused outcomes. Our commitment to building, preserving, and managing wealth forms the foundation of everything we do, ensuring our clients' goals are supported at every life stage.
Services Include
- Financial Planning
- Portfolio Management
- Investment Planning
- Retirement Planning
Check the background of Our Investment Professionals on the CIRO Advisor Report
Financial Solutions for Every Stage of Life
- Cash management
- Debt management
- Risk management
- Goals-based planning
- Legacy planning
- Developed a personalized investment strategy to meet your needs
- Provide investment management and diversification
- Deliver comprehensive portfolio evaluations and ongoing monitoring
- Provide account oversight and discretionary rebalancing strategies
- Estimate retirement needs and plan accordingly
- Generate diversified, tax-efficient retirement income
- Balance risk and reward to preserve your wealth and lifestyle
- Track savings progress and optimize portfolio performance
Financial Planning
Tailored financial plans to meet your unique needs, whether you're working, retired, single, or married. We collaboratively address a wide range of financial concerns.
Portfolio Management
Expertly manage and adjust your portfolio to align with market conditions and personal circumstances.
Retirement Planning
Develop a thorough strategy with expert guidance to secure and enhance your retirement aspirations.
Doing Business With Integrity
We operate under the Core Values of Morgan Stanley, centering on our clients, listening to and understanding their needs.
Put Clients First
Always keeping the client's interest first – we work with colleagues to deliver the best of the firm to every client.
Lead With Exceptional Ideas
Leveraging different perspectives to gain new insight, drive innovation and stay vigilant about what we can do better.
Do The Right Thing
Acting with integrity – we value and reward honesty, teamwork and character.
Diversity & Inclusion
Valuing individual and cultural differences as a defining strength – championing an environment where all employees feel a sense of belonging and are heard and seen.
Giving Back
Serving our communities generously with our expertise, time and money.
Location
181 Bay Street, Brookfield Place
Suite 3700
Toronto, ON M5J 2T3
CA
Direct:
(416) 943-8368(416) 943-8368
Meet Duke Wealth Management Team
Christine Chang
Associate Wealth Advisor
Phone:
(416) 943-8369(416) 943-8369
About John Duke
John Duke is an established financial advisor that offers a broad range of financial solutions to affluent individuals, trusts, and estates. He began his investment career in 1996 and has since gained the trust and respect of his clients by providing the highest quality service and advice available.
John brings decades of experience to clients who value preserving capital and achieving steady, after-tax returns with prudent risk exposure. He brings a trusted, disciplined investment approach rooted in long-term experience—understanding that sustainable success comes from strategy, not chasing fleeting market trends or speculative managers.
On a more personal note, John is an avid golfer and cottager. He is active in the community and for the past 10 years he has organized an industry golf tournament to benefit the Starlight Starbright Children’s Foundation. The Duke family is well known for building and restoring wooden boats on the Muskoka Lakes from 1924-1979. John lives in North Toronto with his daughter Madison and son Jackson.
John brings decades of experience to clients who value preserving capital and achieving steady, after-tax returns with prudent risk exposure. He brings a trusted, disciplined investment approach rooted in long-term experience—understanding that sustainable success comes from strategy, not chasing fleeting market trends or speculative managers.
On a more personal note, John is an avid golfer and cottager. He is active in the community and for the past 10 years he has organized an industry golf tournament to benefit the Starlight Starbright Children’s Foundation. The Duke family is well known for building and restoring wooden boats on the Muskoka Lakes from 1924-1979. John lives in North Toronto with his daughter Madison and son Jackson.
About Christine Chang
Christine Chang brings over two decades of experience in the financial services industry, delivering expert support and seamless operations to high-net-worth clients. Working with John, Christine manages client service and administration for individuals, families, and businesses.
Christine holds a Bachelor of Commerce from the University of Toronto and, as a licensed representative, plays an integral role in the management of client account administration, documentation and special projects.
Outside of work, Christine enjoys CrossFit, strength training and kickboxing workouts. She also delights in the hands-on thrill of driving manual-transmission cars and cherishes the lively company of her husband and two teenage sons who keep her days joyfully full in their woodland home just outside of the city.
Christine holds a Bachelor of Commerce from the University of Toronto and, as a licensed representative, plays an integral role in the management of client account administration, documentation and special projects.
Outside of work, Christine enjoys CrossFit, strength training and kickboxing workouts. She also delights in the hands-on thrill of driving manual-transmission cars and cherishes the lively company of her husband and two teenage sons who keep her days joyfully full in their woodland home just outside of the city.
Contact John Duke
Ready to start a conversation? Contact Duke Wealth Management Team today.