Skip to main content

Douglas Marriott

Investment AdvisorPortfolio Manager

  • CFP®
  • CIM®
  • CIWM

"Working together to help you achieve what truly matters to you"

With over 10 years of experience at TD Wealth Private Investment Advice, I have am actively engaged in investment and wealth planning, with a focus on fostering strong client relationships and helping my clients achieve their goals. My primary duty as an advisor is to do what’s right for you, the client. 

    My Financial planning approach, coupled with my wealth management expertise, allow me to develop truly personalized solutions to meet the complex needs of my clients. My clients appreciate the time I spend getting to know their situation and asking the questions they have never been asked before. This detailed discovery process forms the basis for my comprehensive wealth plan.
   
    In the ever changing environment of wealth management, continuing my education is crucial to the long term success of my clients. As such, I make continuous education a priority within my practice. I hold a Bachelor’s degree in Finance from the University of Regina. I also hold the Certified Financial Planner (CFP) Designation offered by Financial Planners Standards Council and the Financial Management Advisor (FMA) Designation offered by the Canadian Securities Institute. I am also one of a select few individuals in Saskatchewan who hold the Chartered Strategic Wealth Professional Designation, which focuses on comprehensive wealth management strategies for individuals, families and businesses. I have also completed specialized training and courses on Retirement Planning, Options trading, Hedge funds, ETF’s and Insurance related solutions.
   
    I understand that nobody has all the answers and thus utilize a team approach when working with my clients. This may include working with client's existing professionals such as their lawyer and accountant. I also work with a team of specialists within TD Wealth such as analysts, portfolio managers, lawyers, accountants, estate planning specialists and our high net worth planning team . This ensures my clients are receiving truly world class service in all aspects of the wealth management process.
   
    Please contact me today to discuss how you can benefit from my unique wealth management approach.

Marriott Wealth Management Group consists of Douglas Marriott, Investment Advisor. Marriott Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

ADDITIONAL CONTACT

Toll Free: (800) 463-4463
Fax: (306) 780-0299
Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from my services?