Katrina McDonald, Portfolio Manager,Ottawa, ON

Phone

Office

Office Location

360 Albert Street 11th Floor Ottawa, ON K1R 7X7. map

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

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Retirement Planning
Transfer of Wealth

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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

Empowering Polly to achieve financial success

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.

Let's Connect

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.

Achieve what truly matters to you

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan