Skip to main content

Marriott Wealth Management Group

  • 2010 - 12th Avenue Suite 1500, Mosaic Tower, Hill Centre, Tower III Regina, SK S4P 0M3Map

Team Sitting.jpg

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.


Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

About the CFP Designation
10 Questions to ask your planner
About the Chartered Strategic Wealth Professional Designation

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry 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.


You have questions, I have answers. Let's have a quick chat.

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.

Investing in China’s tech ambitions and environmental goals

China’s new 5-year plan includes achieving ‘healthy’ growth with a focus on tech, innovation and the environment.  Kim Parlee speaks with Haining Zha, Vice-President and Portfolio Manager, TD Asset Management, about what this could mean for global growth and investment opportunities.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?