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Curtis Bortis
Associate Portfolio ManagerSenior Investment Advisor
- CFP®
- CIM®
Working together to help you achieve what truly matters to you
2010 - 12th Avenue Suite 1500, Mosaic Tower, Hill Centre, Tower III Regina, SK S4P 0M3Map
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.
ADDITIONAL CONTACT
Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299
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We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
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