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Catherine Shiu

Senior Investment Advisor

  • CFP®
  • FMA
  • PFP®

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231

LANGUAGES

Cantonese, English

EDUCATION

Western University

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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.

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 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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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