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Catherine Kong

Branch ManagerInvestment Advisor

  • CFP®
  • LL.M.
  • MBA

Working together to help you achieve what truly matters to you

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."



ADDITIONAL CONTACT

Toll Free: (800) 322-1777
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

LANGUAGES

English, Chinese, Cantonese, Mandarin

View our brochures online

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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.

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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Money Talk Life

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If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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