Douglas Marriott, Investment Advisor,Regina, SK

Doug has worked in the financial services industry since 2003. He established Marriott Wealth Management Group in 2009 which evolved to Marriott Bortis Wealth Management group with the goal of helping clients plan and build for the future they envision . A highly-qualified Portfolio Manager and Investment Advisor, he offers affluent investors an elevated wealth experience through discretionary investing.

With a focus on developing long-term relationships and a deep understanding of what matters most to clients, Doug believes that he and his team have the opportunity to make a positive impact on people’s lives. To that end, he encourages his clients to pursue their interests and live life on their terms.

Doug earned an undergraduate business degree in Finance at the University of Regina in 2001. He holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Certified International Wealth Manager (CIWM®) designations, and has also obtained certificates in Advanced ETFs and Alternative Strategies.

In his personal time, Doug enjoys camping and boating with his family. He also gives back to the community through sponsorships and by donating his time to various organizations, including the Regina Estate Planning Council, Hospitals of Regina Foundation and the India Canada Association.

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.

Part of Marriott Bortis Wealth Management Group

ADDITIONAL CONTACT

Toll Free: (800) 463-4463
Fax: (306) 780-0299
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.

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.

Meet The Team

Justin Chapple

Associate Investment Advisor

Ivanna Knoll

Client Service Associate

Amy Bouvier

Administrative Associate

Wealth Considerations

Retirement Planning

Investment Strategies

Protecting Your Assets

Banking and Credit Management

Tax Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Planning for Major Purchases

Retirement Planning

Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Locked-in Plans Overview

Locked-in Plans - Ontario

Retirement is coming - How much will you withdraw? Will you have enough?

Registered Retirement Income Fund

Registered Retirement Savings Plan

Retiring Allowance

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Your U.S. retirement plan

Locked-in Plans - Alberta

Buying Back Pensionable Service

Locked-in Plans - Quebec

The Tax-Free Savings Account

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IPP's for Healthcare Professionals

Locked-in Plans - Federal

Locked-in Plans - British Columbia

Locked-in Plans - Manitoba

Locked-in Plans - New Brunswick

Locked-in Plans - Newfoundland and Labrador

Locked-in Plans - Nova Scotia

Locked-in Plans - Saskatchewan

Defined Benefit Pension: To commute or not commute

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Additional TD Specialists

Doug DornanEstate Planning Advisor

Tannis DawsonHigh Net Worth Planner

Dallas GreenHigh Net Worth Planner

Jan Marie KingPrivate Trust Manager

Jo-Anne RyanVice President, Philanthropic Advisory Services

Market Commentary

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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