Catherine Kong
Catherine Kong
Investment Advisor
Branch Manager
CFP®
MBA
Working together to help you achieve what truly matters to you
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Whether there is a change in client's individual circumstances or a shift in the global political and economic perspectives, Catherine Kong work cohesively with her clients to help them protect their wealth and achieve their financial successes. For over 20 years, Catherine has been dedicated to providing sustainable investment and wealth management solutions to meet the comprehensive needs of her clients.Catherine works with a team of TD specialists and her extensive professional network to provide tactical solutions to her clients. In collaboration with TD Specialists, her service encompasses wealth protection and growth, retirement income planning, insurance and tax-sheltering, estate and trust services, family succession planning, charitable giving arrangement, and other viable strategies.
"I take immense gratification in delivering legendary series and advice to my clients and in helping them realize their aspirations in life."
Catherine fulfills her commitment by pledging to professional excellence. Her dedication to lifelong learning is a testament to her financial acumen and investment expertise. Catherine holds the following professional accreditation:
Global Professional Master of Law (GPLLM), University of Toronto
Master of Business Administration (MBA), Ivey School of Business, Western University
Chartered Financial Planner (C.F.P.)
Canadian Investment Manager (CIM)
Fellow of Canadian Securities Institute (FCSI®)
"My passion is to realize the financial dreams of others. I strongly believe that client relationships founded upon competency, diligence, integrity and prudency have significant impact on the security and viability of their financial future."
"My passion is to realize the financial dreams of others. I strongly believe that client relationships founded upon competency, diligence, integrity and prudency have significant impact on the security and viability of their financial future."
Phone
Certificates
CFP®
MBA
Languages
English
Chinese
Cantonese
Mandarin
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
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.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
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.
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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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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