Aidan Mullen

Aidan Mullen

Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(416) 308-7821

Office Location

66 Wellington Street West 36th Floor Toronto, ON M5K 1A2. map

As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families since 1996. I work with my clients to create customized, personalized wealth and retirement plans to build and protect their financial futures.  

The cornerstone of my business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of specialists within TD Bank Group, I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.  

I obtained my degree from York University, with a focus on finance.  I hold key designations such as the Professional Financial Planner (PFP) and Certified Investment Manager (CIM). I am licensed in Life, Accident & Sickness and Disability Insurance as well.  Outside of the office I am an avid supporter of several charitable organizations in my community.  

Please call me today to see if you and your family could benefit from my unique approach to wealth management.

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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.

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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

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.

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.

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