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Jamie Mutch

Portfolio ManagerSenior Investment Advisor

  • CIM®

Committed to understanding your needs and helping you achieve your vision of success

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.  

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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.


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About Jamie

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 the awarded the TD Wealth Executive Club* membership annually since 2010. 

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 two sons.

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Request an appointment with Jamie below to see
how we can help you achieve your vision of success!

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*Recipients of the Executive Club award are recognized for exceeding a specific financial milestone and are among the top performing Investment Advisors 
at TD Wealth Private Investment Advice

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

ADDITIONAL CONTACT

Fax: (416) 307-8011
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

LANGUAGES

Spanish, English, Chinese

Additional Information

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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