Catherine Kong
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"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."
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Certificates
CFP®
FCSI®
CIM®
Languages
English
Chinese
Cantonese
Mandarin
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
High Net-Worth Individuals and Families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
2.Initial Discovery
3.Personal Wealth Strategy Meeting
4.Meet your Team
5.On Going Proactive Service
6.Regular Review Meetings
Your Wealth Management Experience
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
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Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
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Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
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Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.