Marriott Bortis Wealth Management Group, Investment Advisor,Regina, SK

Marriott Bortis Wealth Management Group

Our Solutions

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

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Retirement Planning
Portfolio Management
Multi-Generational Family
Will and Estate Planning

Wealth-building Strategies for now and the years ahead

Initial Discovery

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

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Protecting what matters

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected. To help with that, I've included a few articles below that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Multi-Generational Family

Retirees / Pre-retirees

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

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.

Let's Connect

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Bare trusts: What the 2026 reporting rules could mean for you

Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.

Article

Location, leverage, lifestyle: Is an income property right for you?

Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.

Article

What would it take for Oscar and Lakshmi to retire five years early?

They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.

Article