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.