Jason Mychasiw
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As a Portfolio Manager and Investment Advisor at TD Wealth Private Investment Advice I offer comprehensive wealth management advice and solutions to individuals, small business and their families. I am committed to providing exceptional service to each of the families I work with. I strive to create personalized wealth and retirement strategies to build and protect my client’s financial futures.
The cornerstone of the business is a one-on-one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group we address the full scope of investment, wealth and retirement needs. This includes but is not limited to wealth protection, insurance solutions, estate & tax planning, trust service and charitable giving.
Born and raised in Northwestern Ontario, Jason brings over 16 years of experience to his role as Portfolio Manager. Jason’s industry experience includes Corporate and First Nations banking with the Northwestern Ontario TD Commercial Banking Team along with mergers & acquisitions with GMP Securities in Toronto. Jason has previously chaired the audit committee of a publicly traded company listed on the TSX Venture Exchange and BVL in Peru and he was previously an advisor to a local publicly traded company listed on the TSX Venture Exchange. He holds a Commerce degree from Lakehead University (2004) and earned his Chartered Financial Analyst designation in 2009.
He and his wife, along with their twin boys, enjoy fishing and hunting in their hometown of Thunder Bay.
Mychasiw & Benz Wealth Management 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.
Phone
Fax
(807) 346-1310
Certificates
CFA
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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