What is your vision of success?
At Mutch Wealth Management, our vision of success is to be able to help you achieve yours.
We recognize that the everyday demands of life can get in the way of thinking and planning ahead, whether it is for your business, personal or financial future.
We are here to help inspire you to think about what is most important to you and to help you plan ahead for your vision of a successful future.
Road map to your success
We begin the relationship with you by listening. Through our discovery process, we uncover what matters to you most and help identify any financial blind spots that you may have. With a deeper understanding of your wealth personality and your vision of success, we will work together with a core team of TD specialists to develop an integrated wealth strategy designed to help meet your investment style and financial goals.
As time goes on, your priorities and situation may change with you. Know that we will be there to help you through every step of the way and that you have our support for the long term. As your needs evolve, we will adjust your wealth strategy to ensure that it stays in alignment to your goals. Open and ongoing communication is very important to us and we will be on standby to answer the questions that you may have.
Our approach is driven by you
When it comes to building your investment portfolio, you can be as involved or as little involved as you like to be. Our approach to investing is catered to your investment style and personality. If you prefer to spend more time doing the things you love and entrust your investments with us, our discretionary investment program offers you the option to relax in the backseat while we take over the steering wheel. Alternatively, if you like to work closely with us in the planning and the decision-making process, you are welcome to hop over to the driver's seat as well. At the end of the day, your vision of success will be the centre of how we will work together.
For over 20 years, Jamie has been providing tailored and comprehensive wealth management advice and solutions to affluent families and small business owners. He holds the designation of Chartered Investment Manager (CIM®) and has been awarded the membership of the TD Wealth Executive Club*.
The cornerstone of Jamie's advisory relationship with clients is based on integrity, openness and communication.
Jamie is an avid cyclist and enjoys spending time outdoors with his wife and two sons.
*Recipients of the Executive Club award are recognized for meeting/exceeding a specific financial milestone and are among the top performing TD Investment Advisors in Canada
Request an appointment with Jamie below to see
how we can help you achieve your vision of success!
Mutch 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.