Skip to main content

Marriott Bortis Wealth Management Group

Working together to help you achieve what truly matters to you

Team Rooftop Crop 1.jpg

Using an innovative and collaborative team-based approach steeped in transparency and deep discovery, the Marriott Bortis Wealth Management Group advises individuals and families who have accumulated significant wealth and who often have complex investment planning needs. Through this proven process – and leveraging the knowledge and experience of TD Specialists – our clients’ multi-generational wealth management requirements are addressed with a high level of expertise. Because we operate much like a family office, clients can turn to us for guidance on the full range of their financial planning needs.



Who We Are 
Fuelled by the desire to help clients attain their financial and non-financial goals, at the Marriott Bortis Wealth Management Group, we work diligently to develop customized, disciplined and holistic investment plans aimed at protecting and preserving clients’ wealth through effective risk management while maximizing the growth potential of their portfolio.

Because our clients often span generations, our team begins by learning what is truly important to you and your family. By asking a range of questions, and really listening to your answers, we gain a clear understanding of your unique values, purpose and mission in life. As we uncover relevant planning opportunities, we draw on the diverse strengths of our team members and collaborate with you to develop a comprehensive, multi-generational wealth strategy aligned to your priorities and timeline. You also benefit from the expertise of TD Specialists, who can leverage their background in law and/or accounting to assist in the areas of business succession, insurance, and estate and trust planning, and address the spectrum of wealth-related issues you and your family may face.

Transparency is the hallmark of our team’s approach. We are transparent about the various aspects of our practice – whether we’re discussing the fees for our services or setting expectations around realistic goals. In addition, we aim to be clear about the elements of investment planning that can be controlled – such as your objectives to leave a legacy – and those that are out of our control – such as the economy and politics.

Marriott Bortis Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(800) 463-4463
Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299

Helping you achieve your vision of success

Button Image.png 

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we 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.

Money Talk

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

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

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

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from our services?