Using an innovative and collaborative team-based approach steeped in transparency and deep discovery, the Marriott 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 and other professionals – 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 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, including lawyers, accountants and expert advisors in the areas of business succession, insurance, and estate and trust planning, who are available to address the spectrum of issues you and your family 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 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.