Douglas Marriott

Douglas Marriott

Portfolio Manager

Senior Investment Advisor

CIWM

CIM®

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(306) 780-0210

Office Location

300 - 1230 Blackfoot Dr Regina, SK S4S 7G4. map

Doug began his career with TD Wealth over 2 decades ago, where he quickly established himself as a client focused advisor, consistently providing tailored financial solutions to meet his clients' unique needs and goals. He established Marriott Wealth Management Group in 2009 which expanded to Marriott Bortis Wealth Management Group.

A highly-qualified Portfolio Manager and Investment Advisor, he offers affluent investors an elevated wealth experience through discretionary investing and strict oversight - a level of service often only available to institutional clients. With a focus on developing long-term relationships with clients, Doug believes his team have the opportunity to make a significant and positive impact on people's lives. He encourages his clients to pursue their interests and live life on their terms.

Doug holds a Bachelor of Business Administration with a focus in Finance from the University of Regina. In addition, he holds the Chartered Investment Manager, Certified Financial Planner and Certified International Wealth Manager designations, and has obtained certificates in Advanced ETFs and Alternative Strategies.

Phone

Toll Free

(800) 463-4463

Fax

(306) 780-0299

Branch Phone

(306) 780-0300

Branch Fax

(306) 780-0299

Certificates

CIWM

CIM®

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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