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Jason Rietze

Investment Advisor

  • CIM®
  • B.Comm. (Hons)

Working together to help you achieve what truly matters to you

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Jason Rietze

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As an Investment Advisor with the Rietze & Hickey Wealth Management Group, part of TD Wealth Private Investment Advice, I work with business owners, affluent individuals and their families.  I provide effective integrated wealth management solutions aimed at retirement and other investment needs.

My approach is personal and carefully designed.  The recommendations I propose are based on in-depth discussions with you. This enables me to prepare your personal profile, assess your precise needs, and only then determine an action plan that’s right for you.  With my help, you are more likely to have defined and achievable goals, invest for the long term, and realize the potential for higher, blended longer-term portfolio returns, constructed in such a way as to spread and balance the historical risk and volatility.  I want to provide you the peace of mind of knowing that your financial needs are being met today, tomorrow and well into your future.  I look forward to helping you optimize the financial side of your life, so that you can focus your time and energy on what's important to you.  

 

IA Custom Biography

Jason was born and raised in Sudbury,Ontario and brings over 16 years of investment services industry experience to his role as an Investment Advisor.  He is a graduate from Laurentian University with a Honours Bachelor of Commerce.  To ensure that his advice always adds value, Jason has a continuing commitment to education and is currently completing 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. 

ADDITIONAL CONTACT

Toll Free: (888) 403-3942
Fax: (705) 675-3938
Branch Office: (705) 675-5914
Branch Fax: (705) 675-3938

EDUCATION

Chartered Investment Manager, Honours Bachelor of Commerce

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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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.

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TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

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TD Economics

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

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

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Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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