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Dan Ma

Vice PresidentInvestment AdvisorPortfolio Manager

  • MBA
  • CFA®

Working together to help you achieve what truly matters to you

With over 20 years of experience in the financial industry, Dan Ma has gained recognition for her dedication to clients and her ability to add value, often beyond expectation. Integrity and professionalism, together with her investment management experience are the cornerstones of her professional wealth management practice. She also strives to act in clients’ best interest as she consistently endeavors to provide a high level of advice and guidance to help achieve their financial goals.

Dan Ma has strong academic credentials. She holds Bachelor of Commerce degree from The University of International Business & Economics, Beijing China. Her MBA degree with a leading French business school, EM-Lyon Business School and Chartered Financial Analyst® (CFA®) designation serve her well and have helped her to excel at some of the top financial institutions in the world. 
 
Her International background and prior commercial banking and investment banking experience in China, HK and Canada help her to add value in advice for Business Owners, Professionals, Corporate Executives, Retirees and New immigrants and to integrate tax strategies and wealth planning considerations into their investment solutions.
 
With integrated approach, Dan Ma can engage TD Specialists who can provide expertise to clients with estate planning, business succession planning, tax planning, and legal considerations. She also has access to research and analyst reporting as well as a dedicated client service associate to help her help clients achieve their goals.
  • Clarify individual needs through assessing different wealth considerations at various life stages.
  • Establish specific goals and plans.
  • Create and deliver integrated solutions designed to help with wealth accumulation, preservation and mitigate risk.

ADDITIONAL CONTACT

Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

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.

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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

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The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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