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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.
About Jamie
With a wealth of over 25 years' experience in the investment services industry, Jamie has long used his expertise and enthusiasm to provide comprehensive wealth management advice to affluent families and small business owners.
The cornerstone of Jamie's advisory service is based on integrity, openness and communication. Believing that an informed investor is a happier investor, Jamie delivers advice in a manner which cuts the complex concepts and financial jargon down to size. This is one of his ways of ensuring that clients receive clear and concise solutions to even the most complex financial challenges.
When away from the office, Jamie regularly challenges himself with new goals and enjoys maintaining an active lifestyle with his two sons.
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
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.
Katie assists Jamie with his discretionary investment strategy, asset allocation and portfolio construction. She primarily focuses on supporting the team internally with the operational aspects of business and relationship management. Katie is fluent in both English and Cantonese and has worked within the investment services sector for over a decade. Outside of the office, Katie enjoys travelling and exploring different experiences. She is passionate about food and enjoys sampling different culinary cuisines.
With over 20 years of client service expertise, Brian brings a passion for servicing clients. Many people find his enthusiasm and genuine desire to help both engaging and infectious. No task is too big or too small for Brian and he enjoys being able to speak with clients on a daily basis. As the needs of our long-term clients evolve, Brian is proactive in connecting them with TD Specialists for in-depth discussions about their wealth plan. In his spare time, Brian is a huge sports enthusiast and has traveled the world to attend many events, including the World Cup and Euro Cup in France, Germany and Belgium. He also enjoys a wide variety of sporting activities, such as hockey, soccer and golf.
Stephanie supports the team in helping clients develop their personal road maps for success through sound wealth planning and advice. Fluent in both English and Spanish, she offers clients a seasoned perspective gained through more than 20 years in the investment industry. Her experience in the areas of wealth planning is complemented by current industry training and a Personal Financial Planner designation. Stephanie has additional professional certifications that broaden the discussions she can provide for clients, including asset protection, tax and estate planning strategies She also brings in TD Specialists as required to ensure clients receive an in-depth wealth strategy. In her spare time, Stephanie enjoys spending time with her family and volunteers generously in the Spanish community.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Alex Lee
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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