TD Bank Private Investment Counsel - Katrina McDonald

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360 Albert Street 11th Floor
Ottawa, ON K1R 7X7
+1 (613) 782-1195
http://portfolio-managers.td.com

TD Bank Private Investment Counsel - Katrina McDonald, located in Ottawa, ON, offers comprehensive wealth and investment management solutions to a select group of clients. With over 20 years of professional experience, Katrina McDonald, a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), focuses on building trust and strong client relationships while delivering tailored wealth management strategies.

Specializing in investment planning, retirement planning, and transfer of wealth, the team draws on the expertise of TD investment professionals and risk management specialists to provide diversified and risk-balanced investment choices. They aim to help clients meet their unique financial needs and feel confident about their financial future through personalized strategies and proactive reviews.

By offering seamless onboarding, personalized strategies, and proactive reviews, TD Bank Private Investment Counsel ensures clients receive tailored advice, solutions, and strategies to maintain, grow, and protect their net worth. Clients can expect holistic wealth management strategies and exceptional investment management expertise to help achieve their financial goals.

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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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