Katrina McDonald
Associate Portfolio Manager
CFP®
CIM®
Working together to help you achieve what truly matters to you
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With over 20 years of professional and investment experience, I am actively focused on delivering comprehensive and extensive wealth management strategies to clients that promote a robust and deep financial well-being. My practice is centered around building trust and fostering strong client relationships. I am dedicated to the importance of a financial plan and working with clients to anchor their personal financial plans around our four important pillars; Building Net Worth, Implementing Tax- Efficient Strategies, Protecting What Matters and Leaving a Legacy.
I will draw upon an expansive network of TD colleagues and specialists to enhance our services available and proactively connect to review your goals and objectives regularly.
I hold my Certified Financial Planner (CFP®) designation as well as my Chartered Investment Manager (CIM®) designation and I am an honours graduate from the University of Western Ontario and the University of Ottawa. Outside of work I am passionate about my community involvement, and I volunteer with FP Canada and their exam team for upcoming CFP® candidates.
As a discretionary Associate Portfolio Manager, I provide wealth and portfolio management to clients and a high level of detailed personalized service. Previous to joining Private Investment Counsel, with TD Private Wealth Management, I was a Senior Financial Planner for seven years with TD Wealth Financial Planning. I have been privileged to be part of TD Bank Group for 24 years and prior to joining TD Wealth in 2016, I held several leadership positions throughout Ontario with TD Canada Trust.
I look forward to connecting and helping you strengthen your financial well-being.
Certificates
CFP®
CIM®
Achieve what truly matters to you
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Investment Planning
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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