Jason Rietze

Jason Rietze

Associate Portfolio Manager

Senior Investment Advisor

CIM®

B.Comm. (Hons)

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(705) 675-5924

Mobile

(705) 665-0418

Office Location

43 Elm Street 2nd Floor, Suite 201 Sudbury, ON P3C 1S4. map

At Rietze Wealth Management, we believe in building a strong and honest relationship with you. We begin with a robust discovery process, where we help guide you in connecting your fundamental, and deeply held, values to your life's goals. This continual connection of values to goals creates the cornerstones on which we build disciplined strategies that focus on risk management, retirement planning, and helping you prepare for the certainty of uncertainty. Our Team's strong emphasis on planning often involves collaboration with TD Specialists, whom we actively work together to bring expertise and depth of experience to solve even the most complex of wealth planning needs.

Rietze 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.


About Jason:
Jason was born and raised in Sudbury, Ontario and brings over 17 years of investment services industry experience to his role as an Associate Portfolio Manager.  He is a graduate from Laurentian University with a Honors Bachelor of Commerce.  To ensure that his advice always adds value, Jason has a continuing commitment to education and has currently completed his Chartered Investment Manager designation and is an MBA candidate.   While not at work, he is most often found with his wife and three children.  His love for his family and friends, as well as his passion for the outdoors and recreational sport allow him to maintain a well-balanced lifestyle. 

Phone

Toll Free

(888) 403-3942

Fax

(705) 675-3938

Branch Phone

(705) 675-5914

Branch Fax

(705) 675-3938

Certificates

CIM®

B.Comm. (Hons)

FCSI®

Education

Honours Bachelor of Commerce

Your Goals, Our Priorities

We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in.

Important Tax Information for 2024

Tax Free Savings Account (TFSA)
  • You can now make your 2024 TFSA contributions - The annual TFSA contribution limit for 2024 is $7000 and you can carry forward unused contribution room from previous years. You pay no tax on any investment income you may earn in your TFSA and you can withdraw funds from a TFSA without paying tax. Your TFSA can hold a variety of qualified investments, including cash, stocks, guaranteed investment certificates (GIC's) and mutual funds.
Retirement Savings Plan (RSP)
  • Contributions are deductible against your income for Canadian income tax purposes, subject to your contribution limit, and are not taxed until you withdraw them as needed during retirement (ideally at a lower tax rate).
  • Your contribution limit for 2023 can be found on your Canada Revenue Agency Notice of Assessment for 2022.
  • The deadline for 2023 contributions is 11:59 p.m., February 29, 2024.
Registered Education Savings Plan (RESP)
  • Money invested in an RESP can grow tax-deferred, and the best part? The government can contribute up to $7,200 over the lifetime of your child’s RESP (a maximum of $500 a year).
  • RESPs can be used for anything related to obtaining a post-secondary education, including tuition, textbooks, rent and transportation. The lifetime maximum contribution is $50,000 for each beneficiary

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.

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Article

Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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