Mychasiw & Benz Wealth Management, Conseiller en placement,Thunder Bay, ON

Phone

Office

Office Location

1039 Memorial Ave., 2nd Floor Thunder Bay, ON P7B 4A4. map

Why choose us?

In a constantly changing world, many people are looking to stay up to date with relevant information and expertise in areas that impact their lives. We believe that as consumers, we want to work with specialists who understand us, our needs and priorities, who can deliver solutions to meet those needs.

That's what you can expect when you work with us - a professional, dedicated team, personalized service and access to specialists who help us deliver the best possible solutions that TD has to offer, to you, our client.

At Mychasiw & Benz Wealth Management, our passion is helping you achieve your long term financial goals. Jason's aptitude for finance and portfolio construction led him to achieve the prestigious CFA designation in 2009. As your dedicated Portfolio Manager, he will make investment management decisions on your behalf which allows you to focus on other priorities. Combine this with Chris' talent and expertise as a CFP® designation holder who focuses on tax efficient strategies, preserving your wealth and leaving your legacy. Together, our talents and extended support create a balanced collaboration that allows us to deliver for our clients throughout Northwestern Ontario.

We look forward to helping you achieve your financial goals!

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Jason Mychasiw & Chris Benz

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.