Contact Catherine Kong Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Catherine Kong
Contact Catherine Kong
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
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."
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jeff Halpern
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Graeme Gordon
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
James Craig
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Mindi Banach
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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.
advisors.td.com/catherine.kong
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.
Money Talk
Cut out the noise. Hear what matters. Watch our top story now
Money Talk Life
Life: your family, money, job, home -- we help you connect the dots.
Planning a winning RRIF strategy
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.
Do you know someone who would benefit from my services?
Share my profile
catherine.kong@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .