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Dan Ma

Investment 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.

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.

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If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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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.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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