Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
CIWM
CIM®
Doug began his career with TD Wealth over 2 decades ago, where he quickly established himself as a client focused advisor, consistently providing tailored financial solutions to meet his clients' unique needs and goals. He established Marriott Wealth Management Group in 2009 which expanded to Marriott Bortis Wealth Management Group.
A highly-qualified Portfolio Manager and Investment Advisor, he offers affluent investors an elevated wealth experience through discretionary investing and strict oversight - a level of service often only available to institutional clients. With a focus on developing long-term relationships with clients, Doug believes his team have the opportunity to make a significant and positive impact on people's lives. He encourages his clients to pursue their interests and live life on their terms.
Doug holds a Bachelor of Business Administration with a focus in Finance from the University of Regina. In addition, he holds the Chartered Investment Manager, Certified Financial Planner and Certified International Wealth Manager designations, and has obtained certificates in Advanced ETFs and Alternative Strategies.
Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Curtis began his career in the financial services industry in 2007, working at TD Canada Trust. In 2011, he honed his expertise in wealth management and financial planning when he moved to TD Wealth Financial Planning, forming the foundation for his commitment to client-centric service.
In 2019, Curtis joined TD Wealth Private Investment Advice and formed the Marriott Bortis Wealth Management Group. This transition allowed Curtis to further tailor services to meet the evolving needs of 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. As a Portfolio Manager, Curtis offers affluent investors an elevated Wealth Management experience through discretionary investing.
Curtis obtained a Business Certificate and a Financial Services Diploma through the Saskatchewan Institute of Applied Science and Technology (SIAST). He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
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.
Investment Advisor
CIM®
B.Comm. (Hons)
Justin joined TD Wealth Private Investment Advice in 2018. He graduated with his Bachelor of Business Administration in Finance with distinction from the University of Regina - a joint program that saw part of his degree achieved at Leibniz Universität in Hannover, Germany. Justin combines academic rigor with practical acumen. His clients stand to benefit not only from his knowledge but also from his commitment to personally understand what is important to them. With a “process over prediction” investment approach, clients can benefit from a well-defined strategy to guide their financial journey. 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. Justin has been coaching soccer for the past decade, contributing actively to the community, and fostering teamwork amongst aspiring youth.
Client Relationship Associate
Bachelor of Arts
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 from 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, Conduct and Practices Handbook Course and Wealth Management Essentials 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.
Administrative Associate
Administrative Associate
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.
Client Service Associate
Client Service Associate
Mubin Kadiwala is a dedicated professional in the financial realm with a dynamic career journey. Mubin embarked on his financial path in 2020 at TD as a Credit Card Specialist, swiftly progressing to become an Investment Representative at TD Direct Investing in 2021. Currently holding the title of Client Service Associate at TD Wealth Private Investment Advice, he is dedicated to delivering exceptional service and cultivating positive client experiences. Mubin's education foundation is robust, encompassing post-graduate studies in Financial Service from Algonquin College in Ottawa, paired with a bachelor's degree in management with a financial specialization from the University of Mumbai. He has completed key courses, including the Canadian Securities Course, Derivatives Fundaments and Options Licensing Course, Conduct and Practices Handbook Course, and a Certificate in Personal Financial Service Advice from the CSI Institute. Mubin's linguistic versatility shines through, as he is proficient in four languates. He also loves spending quality time with his family and friends.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
