Curtis Bortis
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Working together to help you achieve what truly matters to you
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Curtis began his career at TD Canada trust in 2007 after attending the Saskatchewan Institute of Applied Science and Technology (SIAST) where he obtained a Business Certificate and a Financial Services Diploma. He joined TD Wealth in 2011 when he shifted his focus to financial planning. In 2019, Curtis joined TD Wealth Private Investment Advice and formed the Marriott Bortis Wealth Management Group. Curtis continues to focus and direct his attention to understanding what is important to his clients. From retirement and estate planning, to business succession and philanthropic giving, Curtis works with his clients and TD specialists to develop a financial plan that will help them achieve their financial goals.
Curtis has completed the Professional Financial Planning Course, the Canadian Securities Course and the Wealth Management Essentials course through the Canadian Securities Institute. He also holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
As part of his commitment to being involved in the community, Curtis helps with fundraising efforts for the Juvenile Diabetes Research Foundation. Away from the office, he and his wife spend time with family and friends, and he enjoys activities to keep him active and outside.
Marriott Bortis Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
CFP®
CIM®
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Tailored Solutions
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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