Marriott Bortis Wealth Management Group

Curtis began his career at TD Canada trust in 2007 after attending the Saskatchewan Institute of Applied Science and Technology (SIAST) where he obtained a Business Certificate and a Financial Services Diploma. He joined TD Wealth in 2011 when he shifted his focus to financial planning. In 2019, Curtis joined TD Wealth Private Investment Advice and formed the Marriott Bortis Wealth Management Group. Curtis continues to focus and direct his attention to understanding what is important to his clients. From retirement and estate planning, to business succession and philanthropic giving, Curtis works with his clients and TD specialists to develop a financial plan that will help them achieve their financial goals.

Curtis has completed the Professional Financial Planning Course, the Canadian Securities Course and the Wealth Management Essentials course through the Canadian Securities Institute. He also holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. 

As part of his commitment to being involved in the community, Curtis helps with fundraising efforts for the Juvenile Diabetes Research Foundation. Away from the office, he and his wife spend time with family and friends, and he enjoys activities to keep him active and outside.

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.

Justin has been with TD Wealth Private Investment Advice since 2018. As part of the Marriott Bortis Wealth Management Group, Justin's main area of focus is in Portfolio Management as he enjoys monitoring movements in the markets and keeping track of the evolving industry. Justin also looks forward to his daily interactions with clients; he strives to make the client experience as seamless as possible.  Justin obtained a Bachelor of Business Administration in Finance with distinction at the University of Regina - a joint program that saw part of his degree achieved at Leibniz Universität in Hannover, Germany. Justin holds his Chartered Investment Manager (CIM®) designation and has completed his Canadian Securities Course and the Wealth Management Essentials Course through the Canadian Securities Institute. Outside of work, Justin can be found on the soccer pitch - either playing or coaching. He enjoys travelling and spending time with family and friends.

Ivanna has worked with TD Wealth Private Investment Advice since 2016. She plays a critical role in the team's client relations, marketing and events. Through deep discovery, Ivanna gets to the heart of the what matters most to clients. She takes on a unique approach to understanding our clients, their families and their values. With great attention to detail, she is committed to delivering legendary client experiences with courtesy, discretion and professionalism. Ivanna graduated form the University of Regina with a Bachelor of Arts in Psychology and a Diploma of Business Administration. She has also completed the Canadian Securities Course and Conduct and Practices Handbook Course through the Canadian Securities Institute. Away from the office, Ivanna is heavily involved with the Ukrainian and multicultural communities of Regina. She can be found instructing, organizing events, or volunteering her time at fundraisers.  Ivanna also enjoys travelling and spending time with family – her main priority away from the office.

Amy was raised, and currently raises her own family, in Regina. With over 15 years of experience in banking, financial services, and the investment industry in different capacities, she completed the Canadian Securities Course and worked many years in both Investment Representative and Administrative Associate roles. Client service focused, she strives to ensure an exceptional client experience as our administrative specialist, and applies her knowledge, personality, and professionalism to complement our growing team. Outgoing and personable, she has strong roots and ties to the community, as she enjoys spending time with her family, volunteering, and is an active member of various local performing arts organizations.