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.
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:
"Over the past 25 years I have worked collaboratively with Derek Avey in establishing a sound investment portfolio which has performed well, even during challenging times.
Among his many strengths was/is his ability to clearly communicate and guide me to be a little more conservative in my investment strategy. This proved to be sound advice. I have achieved well above average returns with a modest degree of defensive protection against negative market swings.
As I head into retirement, I will continue to utilize Derek's expertise in providing a strategy for maintaining principal and providing a predictable income.
Thank you, Derek for many years of commitment, and for educating me along the way!"
- Dr. Tobin D. & Lisa D.
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.
TD specialists are there with the breadth of their expertise to offer you:
Wealth Management Services
FeesFee 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 DerekResiding 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.
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
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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. Together with a dedicated team of TD Specialists we can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
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
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.
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.