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MoneyTalk Investing
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Catherine Kong
Investment AdvisorBranch Manager
- FCSI®
"Working together to help you achieve what truly matters to you"
220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8Map
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."
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.
Meet The Team
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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