Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
CIM®
B.Comm. (Hons)
FCSI®
At Rietze Wealth Management, we believe in building a strong and honest relationship with you. We begin with a robust discovery process, where we help guide you in connecting your fundamental, and deeply held, values to your life's goals. This continual connection of values to goals creates the cornerstones on which we build disciplined strategies that focus on risk management, retirement planning, and helping you prepare for the certainty of uncertainty. Our Team's strong emphasis on planning often involves collaboration with TD Specialists, whom we actively work together to bring expertise and depth of experience to solve even the most complex of wealth planning needs.
Rietze 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.
About Jason:
Jason was born and raised in Sudbury, Ontario and brings over 17 years of investment services industry experience to his role as an Associate Portfolio Manager. He is a graduate from Laurentian University with a Honors Bachelor of Commerce. To ensure that his advice always adds value, Jason has a continuing commitment to education and has currently completed 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.
Chartered Investment Manager
Honours Bachelor of Commerce
Investment Advisor
CFP®
LLQP
CEA
Louise was born and raised in Sudbury and has extensive post-secondary education with Laurentian University, Athabasca University and Cambrian College focusing on Business Administration, Economics and Accounting. Louise has 25 years of experience in the financial services industry. She also holds the Certified Financial Planner and the Certified Executor Advisor designations, and she has been providing her clients with tailored wealth and financial management planning and solutions for over 14 years. She is also a Life Insurance Advisor with TD Wealth Insurance Services.
Louise's dedication to exceptional client experiences and innovative financial strategies are the foundations of her business. While not at work, she can be found spending time with her family enjoying many outdoor activities and recreational sports.
Administrative Associate
B.Sc. (Hons)
Dana was born on a small reserve in Northern Ontario but has lived in Sudbury since the age of four. She began working for a TD Canada Trust retail branch in 2019, before joining TD Wealth Private Investment Advice in 2024.
Dana is a Laurentian University graduate, where she attained a Bachelor of Science degree with a Specialization in Actuarial Science, a Major in Psychology, and Minor in Economics. She is a self-proclaimed math and statistics nerd, and huge bookworm.
When not at work, Dana can be found reading or supporting her favourite hockey players. Dana and her family are huge hockey fans, and as such, have been billeting Sudbury Wolves players for the past 10 years.
Client Service Associate
B.Sc. (Hons)
Jessica was born in Elliot Lake, Ontario. She has found her home in Sudbury - as she always considered the City of Greater Sudbury her second home in her youth.
Jessica started her career with TD 11 years ago and progressed to a Financial Advisor at a TD Canada Trust branch, before joining TD Wealth Private Investment Advice in 2021. She strives to provide excellence in customer service and "first time right" compliance.
Jessica is a graduate of Laurentian University with a Bachelor of Science and a specialization in Forensic Biology. She takes great pride in making a positive impact in our community, by volunteering. She has led the TD Toybank Campaign in our Community for several years, along with volunteering for TD Tree Days, and The Salvation Army. She was awarded a Community Support Award by The Salvation Army in 2019. Recently, she has become a Big Sister with the Big Brothers Big Sisters organization.
When not at work or volunteering, Jessica can be found enjoying her time with family and friends, watching The Food Network, reading, taking photographs, and enjoying the great outdoors!
