Aimee Avery
Tax Filing Deadline
The tax filing deadline for most individuals is April 30th, 2025. Reminder to file your taxes prior to the deadline to help avoid penalties or interest on amounts that may be owing, or delays on any refund you may receive.
Learn more
Senior Financial Planner
CFP®
I look forward to being with you every step of the way to help you achieve your personal financial goals
Phone
Office Location
I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I look forward to working with you.
Certificates
CFP®
Financial success starts with a plan.
I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
4 steps to your financial roadmap for life
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Your Financial Planning Experience
1.Initial Discovery
2.Your Financial Plan
3.Welcome to TD Wealth Financial Planning
4.Regular Review Meetings
Your Financial Planning Experience
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
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.
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.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Things to consider if you are expecting an inheritance
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
We See The Whole You
Creating a wealth plan to help meet your long- and short-term goals
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Discover your Wealth Personality™ to determine what drives your decisions
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
8 not-so-secret ideas to help you grow your RRSP
Article
8 not-so-secret ideas to help you grow your RRSP
Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.
Parliament on pause: What’s happening with taxes now?
Article
Parliament on pause: What’s happening with taxes now?
Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.
Michael Craig on market implications of Trump’s tariff announcements
Article
Michael Craig on market implications of Trump’s tariff announcements
Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.