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Derek Avey

Senior Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

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With over 20 years of industry experience our purpose has always remained the same. We believe in developing long-term relationships with our clients and their families. This is the essence of what gives us purpose and it's how we will strive to continue to earn your trust and business day-after-day.

Investment Philosophy

Our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps us with our goal of ensuring strong and stable growth of your assets in a wide range of conditions.

We strive to innovate and look forward, invest like an owner, embrace human behavior, mitigate outside and inside risks, pursue real returns and work to provide quality advice, regardless of market cycles.


We work with individuals, families and organizations with invest-able assets over one million dollars of whom have wide ranging, often complex financial needs. As our clients' needs change and evolve over time so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management can help to make you more confident in your decisions, and more focused on your future.

When we asked a few of our clients what they think of our services and overall satisfaction level they mentioned the following:

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Quote above as of May 31, 2022. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

To hear what others have to say, click here.

Discovery and Wealth Management Approach Process is driven by what matters to you.


It is our goal to:

  • Fully uncover the vision and values that you hold true and that are key to your plans for the future.
  • Engage a core team of TD Specialists, as well as those you may already have in place, to contribute their expertise to design a wealth strategy unique to you.
  • Put your strategy into action.
  • Continue to review and regularly reconnect with you and those that you care about to rediscover what might have changed and how it could impact what you have envisioned for the future. 
Wealth Management Services

TD specialists are there with the breadth of their expertise to offer you: 


Fee transparency is important to our clients and as such you will see what you are paying for.

No commissions for transactions means that our interests are aligned and we can focus on what we believe to be best for you and your portfolio.

About Derek

Residing in Calgary since 1980 Derek graduated from the University of Calgary with a Bachelor of Arts designation. He has since gone on to obtain his CIM designation from the Canadian Securities Institute and become a Senior Investment Advisor here at TD Wealth Private Investment Advice.

With over 20 years of experience in the financial industry, Derek's focus has been on helping individuals and families reach their independent financial and life goals.

Derek, with his wife Lisa and two children Matthew and Brooklyn enjoy camping, hiking and running.

TD Bank Group

Over the past 155 years, TD Bank Group has helped generations of clients with their personal, family and business assets in ways that matter to them. This has been done by building strong, transparent relationships and creating integrated, tailored solutions to help clients reach their financial goals.

TD Bank Group has operations in 13 countries in North America, Europe and Asia Pacific. In North America, the retail banks based in Canada and the US serve customers through nearly 2,500 branches and stores conveniently located across Canada, and from Maine to Florida.

Avey 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.

View our brochure online

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Toll Free: (800) 449-5344
Fax: (403) 299-7984
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639


University of Calgary - Bachelor of Arts designation

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry 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.


You have questions, I have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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