Aaron Morrissette

Aaron Morrissette

Financial Planner

CFP®

Building your financial future – together

Phone

Office

(905) 507-3954

Office Location

168 Queen Street S Streetsville, ON L5M1K8. map

See Additional Office Locations

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 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 my role, I focus on four key areas:

  • Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
  • 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.
  • Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
  • Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

Certificates

CFP®

These services may be suitable for you if you have CDN $100,000 or more in investable assets

Disciplined process

Your Financial Planning Experience

1.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Our TD Specialists

5.On Going Proactive Service

6.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

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

2.

Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3.

Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

4.

Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

5.

On Going Proactive Service

We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.

6.

Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

The Latest at TD Asset Management

To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.

TDAM: The Risks of Emotional Investing and How to Avoid Them

Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.

TDAM: Market Perspectives - The Year Ahead 2023

Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

WIO: Portfolio Strategy Quarterly | Q1 2024

"The Great Wide Open"
Portfolio Strategy Quarterly
Q1 2024

WIO: Quarterly Market Review | Q1

Everything you need to know about the quarter that was on April 4, 2024. Read more here.

WIO: Monthly Perspectives

One of the highlights of this year’s conference was our sit-down interview with Christopher James, Chief Operating Officer of
Blackstone Tactical Opportunities and Chairperson of Blackstone Private Equity Strategies (BXPE), one of the largest private asset
managers in the world.

Frequently asked questions

Get answers to your financial planning questions.

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.

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

TD Economics

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

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
Print Transcript