Marriott Bortis Wealth Management Group

Marriott Bortis Wealth Management Group

Working together to help you achieve what truly matters to you

Phone

Office

(306) 780-0300

Office Location

300 - 1230 Blackfoot Dr Regina, SK S4S 7G4. map

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.

Phone

Toll Free

1(800) 463-4463

Branch Phone

(306) 780-0300

Branch Fax

(306) 780-0299

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Wealth-building Strategies for now and the years ahead

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript

Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Money Talk

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

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript