With over 15 years of financial services and investment experience at TD Wealth, Catherine actively focuses on building solid relationships with her clients through a deep discovery process. She does so by getting to know your financial priorities, lifestyle and your dreams. This way, she can create an in-depth and personalized goal-based plan, along with tailored investment solutions for you. She delivers proactive and insightful advice by helping you to understand your financial choices, working closely with you to make key decisions about your portfolio.
At TD Wealth Private Investment Advice, our portfolios are guided by an investment philosophy based on disciplined planning and effective risk management. This philosophy helps us to meet our goal of providing strong and stable growth of your assets in a wide range of market conditions.
Catherine was born in Hong Kong but completed High School and University in Canada. She is familiar with the habits, culture and practices of people from Hong Kong which gives her a good understanding of the effort and challenges faced by immigrants.
She is a woman of faith, and it gives her the drive to use the given gifts & talents to help others regardless of who they are or where they come from, and she believes this helps make her a competent navigator for people's financial journey.
Depending on your needs, she can also connect you with a full spectrum of TD specialists who can provide expertise in estate and trust planning, business succession, tax planning and philanthropy. We are here to help you spend less time managing your money and more time enjoying the things that are important to you.