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Aaron Cooper

Financial Planner

  • BBA
  • CFP®

I go beyond building investment plans, I build personalized financial plans

I have been working in the financial services industry since 2014 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Bachelors degree in Business Administration from the Northern Alberta Institute of Technology. I also hold the Certified Financial Planner (CFP) designation offered by FP Canada.

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

1.    Build net worth – Identifying investment solutions that align to my clients' evolving needs.

2.    Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.

3.    Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

4.    Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to working with you.

ADDITIONAL CONTACT

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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.

Big tech scores a record-breaking quarter: So why are stock prices tanking?

It was a blowout quarter for big tech. So why are their share prices falling? Could this be a buying opportunity? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst and Portfolio Manager at TD Asset Management, on the outlook for tech. 

TD Report: How your career can impact your investing style

A new TD study shows the more volatile your employment, the riskier your investments might be. Kim Parlee talks about how the study may help our finances with Lisa Brenneman, Head of Behavioural Finance, TD Wealth and Laura Goodyear, Behavioural Finance in Action at Rotman (BEAR).

TD Economics

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

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.

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

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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