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Jason Aucoin

Investment Advisor

Working together to help you achieve what truly matters to you

TD Wealth Private Investment Advice is a premier full service wealth management firm, and is part of the multiple award winning TD Bank Group and its global network. Our team offers financial and professional advice to a select group of Canadian individuals, business owners and families.

Our values are built around the following four key areas of focus:

1. Mitigating downside movements and growing capital over time through sound implementation of investment strategies.

2. Protecting against single events that could have a significantly negative effect on family wealth and security.

3. Building a structure and process for a family’s overall financial life that is easy to manage, predictable and as tax-efficient as possible.

4. Being completely transparent in everything we do – including disclosure of all costs and fees, performance, and our client service and communication plans.

The promise to our clients is simple: We manage your wealth with the same level of attention and respect as if it were our own.

If you would like to schedule an introductory call with me please do so through my website, via email, or phone.

ADDITIONAL CONTACT

Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

LANGUAGES

English

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.

    REQUEST AN APPOINTMENT

    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.

    Next-gen tech that could rock the world and your portfolio

    AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

    Is it even worth my time to submit a $2 billing code?

    Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

    TD Economics

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

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?