Catherine Kong

Profile Image
Catherine Kong

Investment Advisor

Branch Manager

CFP®

FCSI®

CIM®

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(905) 707-8331

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

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."



Phone

Toll Free

(800) 322-1777

Branch Phone

(416) 512-6788

Branch Fax

(416) 512-6224

Certificates

CFP®

FCSI®

CIM®

Languages

English

Chinese

Cantonese

Mandarin

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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

1.

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.

2.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

3.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

4.

Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5.

On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.

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.

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