Curtis Bortis
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Curtis began his career in the financial services industry in 2007, working at TD Canada Trust. In 2011, he honed his expertise in wealth management and financial planning when he moved to TD Wealth Financial Planning, forming the foundation for his commitment to client-centric service.
In 2019, Curtis joined TD Wealth Private Investment Advice and formed the Marriott Bortis Wealth Management Group. This transition allowed Curtis to further tailor services to meet the evolving needs of 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. As a Portfolio Manager, Curtis offers affluent investors an elevated Wealth Management experience through discretionary investing.
Curtis obtained a Business Certificate and a Financial Services Diploma through the Saskatchewan Institute of Applied Science and Technology (SIAST). He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
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
Personalized Strategies
Will and Estate Planning
Retirement Planning
Transfer of Wealth
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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