Meet The Team
Portfolio Manager
Senior Investment Advisor
CIWM
CIM®
CFP®
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.
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
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.
Investment Advisor
B.Comm. (Hons)
CIM
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Relationship Associate
Bachelor of Arts
CSC
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.
BMgmt
CSC
BMgmt
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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.
