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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 Nation's banking with the Northwestern Ontario TD Commercial Banking Team along with mergers & acquisitions with GMP Securities in Toronto. Jason has chaired the audit committee of a publicly traded company listed on the TSX Venture Exchange and BVL in Peru and he is 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.
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.
With more than 11 years of experience in client service, Raeanne provides a high level of day-to-day support to the clients of Mychasiw & Benz Wealth Management at TD. She is responsible for equity block trade execution and reconciliation within the team’s Managed Strategies, as well as account administration. Raeanne holds an Accounting diploma from Confederation College and has completed the Canadian Securities Course.
Raeanne was born and Raised in Thunder Bay and spends most of her winters at the rink and summers at the lake with her husband Lance, and their two children.
Clients and colleagues value Jessica's commitment to exceptional client service and her deep knowledge of the resources available within both TD and the Thunder Bay community.
Bringing more than 11 years of industry experience to her role, Jessica is responsible for the daily administration of clients' financial portfolios including preparing performance reports, maintaining discretionary accounts, and accessing up-to-date research. She is also qualified to provide live quotes and execute trading instructions. She holds a Business Administration degree from Lakehead University and has completed several industry courses as part of her ongoing education.
She loves spending time at the family cottage with her husband, Brad, and their two sons.
Retirement planning is an ongoing process that helps provide financial peace of mind in 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.
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.
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.
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.
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.
Berni Butler
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Georgia Swan
Tax and Estate Planner
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..
Laurie Lord
Regional Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
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