Douglas Marriott, Investment Advisor,TD Wealth

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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

Associate Investment Advisor

Client Service Associate

Administrative Associate

Wealth Considerations

Investment Strategies

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Passing on Your Wealth

Education Funding

Business Succession Planning

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Charitable Giving

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An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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Additional TD Specialists

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Tannis DawsonHigh Net Worth Planner

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