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At Marriott Wealth Management Group, our goal is to build life-long client relationships built on a foundation of trust and client satisfaction. We take the time to truly get to know our client's dreams and aspirations. It is through our detailed discovery process that we are able to develop a comprehensive wealth plan tailored specifically to our client’s unique circumstances.
We understand that our clients are putting their goals, dreams and financial well-being in our hands. We make it our primary objective to retain our clients trust through a total commitment to honesty, integrity, and professionalism.
As no two clients are the same, it is impossible to make a recommendation until we have taken the time to truly understand our client’s situation. This involves a detailed discovery process centered around the 11 key wealth considerations identified in the wheel below. This process allows us to identify our client's investment objectives, and foresee possible constraints that could hinder clients from achieving their goals. Our analysis and recommendations will always be presented in writing and tracked to help ensure we are meeting our client’s objectives.
As a full service wealth advisory team, we have access to virtually all investment vehicles available to Canadian investors. We are not tied to any specific product or company. This ensures that we recommend what we feel is truly best for the client without restrictions or biases.
This includes access to stocks and bonds globally, ETF’s, options, mutual funds, hedge funds, separately managed account, GIC’s and new issues.
Insurance related strategies also complement many of our recommendations.
We work with a select group of clients with investable assets in excess of $500,000. Typically our clients fall under one the following general groups:
Individual Investors: Individuals and families who are looking to preserve and grow their personal assets to meet their retirement and estate goals.
Business Owners: Owners looking to utilize our team’s expertise and broad product base to maximize the potential of their business.
Institutions: Corporations, non-profits and endowments requiring prudent strategies in line with the institutions investment policy statement.
About the team
As a comprehensive wealth manager we pride ourselves on being able to deliver world class advice and service in all areas of the wealth spectrum. We draw on our team of specialists who possess an abundance of experience, skills and knowledge related to specific wealth considerations. Doug Marriott, the lead Investment Advisor, Porfolio Manager, who holds the Certified Financial Planner designation, coordinates the team and acts as the primary contact for the clients. Doug also works closely with both the TD Portfolio Advice and Investment Research team and TD Securities in constructing portfolios for his clients. When appropriate, we can also engage the following TD specialists to assist our clients: Doug Dornan, Estate Planning Advisor with TD Wealth Insurance Services, Wealth Advisory Services is entirely focused on risk management and estate maximization strategies for our clients utilizing insurance related solutions. Tannis Dawson, Senior Manager, High Net Worth Planner, Wealth Advisory Service utilizes her experience to develop comprehensive wealth plans for our high net worth clients with more complex needs. Healther Borowski, Executive Trust Officer, with TD Wealth Private Tust conducts will and trust reviews and co-ordinates corporate executor and trustee services.
Branch Office: (306) 780-0300
Branch Fax: (306) 780-0299
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.