Catherine Shiu

Catherine Shiu

Associate Portfolio Manager

Senior Investment Advisor

CFP®

FMA

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 896-2963

Office Location

3 Robert Speck Parkway Suite 1600 Mississauga, ON L4Z 2G5. map

With over 16 years of experience in financial services and investment at TD Wealth, Catherine is deeply committed to building strong, lasting relationships with her clients through a deep discovery process. By taking the time to understand each client’s financial priorities, lifestyle, and goals, she creates tailored, goal-based plans and delivers personalized advice to help them make confident and informed financial decisions.

At TD Wealth Private Investment Advice, our portfolios are guided by an investment philosophy rooted on disciplined planning and effective risk management. This approach helps us achieve our goal of providing strong and stable growth of your assets in a wide range of market conditions.

Originally from Hong Kong and having completed high school and graduating from Western University in Canada, Catherine brings a valuable cross-cultural perspective. Her familiarity with the habits, cultures, and financial expectations of the Hong Kong community allows her to connect meaningfully with clients from diverse backgrounds.

Catherine is a woman of faith who is passionate about using her gifts and talents to support others—regardless of where they come from. She believes in making a positive impact in people’s lives and is dedicated to being a trusted guide throughout every stage of their financial journey.

Depending on the client’s needs, Catherine can also connect them with TD specialists in areas such as estate and trust planning, business succession, tax planning, and philanthropy. Her goal is to help clients spend less time managing their finances and more time enjoying what matters most.

Outside of work, Catherine enjoys traveling with her husband, exploring diverse cultures and cuisines, while continually growing both personally and professionally through these enriching experiences.

Certificates

CFP®

FMA

CIM®

Languages

Cantonese

English

Education

Western University

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:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

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.