Jarrett Mykytiuk
Associate Portfolio Manager
Senior Investment Advisor
B.Comm.
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior 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.
Certificates
B.Comm.
CIM®
Languages
English
Education
University of Alberta, BComm.
Helping you orchestrate your wealth
Whether you want to chase new ventures, transition out of your business, help educate your grandchildren or travel the world, we will build a strategy designed to evolve with you and your ambitions. Leaving nothing to chance, our Clear Path Approach will help you identify what success means for you and your family and then provide you with the discipline and structure to see your plan through.
Forging a Clear Path to your future
We believe that with the right guidance, care and commitment, you can achieve your goals. Our Clear Path Approach is designed to break down complex wealth scenarios into a series of actionable steps anchored in your values and ambitions.
Meet and discover
We take the time to understand your family and your financial situation, your personal values and what really matters most to you - and answer any questions you may have of us.
Your proposal
We present you with a proposed plan of action based on our Clear Path Approach. With your input and approval, we commit to moving forward, together.
Build the roadmap
Working with a select group of TD Specialists, we explore the opportunities and potential pitfalls specific to your situation and prepare a personalized Clear Path roadmap.
Navigate the pathway
We implement your plan based on the priorities we have identified, carefully orchestrating the various elements so they work together efficiently in pursuit of your goals.
Connect with you
We maintain close contact with you to ensure you are well informed every step of the way, monitoring your progress, evaluating what we have accomplished and seeking out new opportunities for growth.
A roadmap to expertise
- Investment management
- Retirement planning
- Cash-flow management
- Strategic tax planning
- Asset protection
- Education-savings support
- Charitable giving & philanthropy
- Business succession support
- Private banking
- Custom credit services
- Insurance advice
- Wealth transfer
- Trusts and Wills