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Curtis Bortis

Investment Advisor

  • CFP®

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. During his time at TD Canada Trust, he expanded his knowledge of personal and business banking, investing and real estate secured lending.

Curtis shifted his focus to financial planning in 2011 when he joined TD Wealth. He directs his attention to understanding what is important to his clients – from retirement and estate planning, to business succession and philanthropic giving – so he can work with them to develop a financial plan that will help them achieve their financial goals.

A lifelong learner, 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 Certified Financial Planner (CFP®) designation.

As part of his commitment to being involved in the community where he lives, Curtis helps coordinate volunteers and fundraising efforts for the Juvenile Diabetes Research Foundation. Away from the office, he and his wife spend time with family and friends, and also seek out new travel destinations. Curtis enjoys activities that keep him active and outside.

ADDITIONAL CONTACT

Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299

Helping you achieve your vision of success

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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