Aaron Mok
Senior Investment Advisor
CFP®
CIM®
FCSI®
A wealth strategy built around your priorities.
Disciplined investing. Coordinated planning.
E-mail: tszhim.mok@td.com
Phone
Office Location
You may have built a solid financial foundation. But over time, as priorities change and decisions add up, it can become harder to keep everything coordinated and know what to prioritize next.
That's why ongoing advice matters. I help keep financial decisions aligned as your life evolves. When appropriate, I work with TD specialists to support your planning and ensure decisions are well coordinated.
With over 15 years of experience, my role is to provide clear guidance, sound judgement, and follow-through so your plan stays on track over time.
Certificates
CFP®
CIM®
FCSI®
Languages
English
Cantonese
Your wealth plan, built on four priorities
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.