Catherine Ho

Your Goals, Our Priorities
Catherine Ho

Senior Private Banker Healthcare

PFP®

Working together to help you achieve what truly matters to you

Phone

Office

(403) 292-2963

Office Location

421 - 7 Avenue SW Suite 900 Calgary, AB T2P 4K9. map

Catherine has had an extensive career with TD Bank Group spanning more than 20 years, most recently as a Branch Manager in Calgary.  She is extremely knowledgeable regarding retail banking, lending and investments.  She is passionate about providing her clients with sound financial advice and has obtained her Bachelor in Economics and the Professional Financial Planner Course.

 As a dedicated Senior Private Banker, Catherine provides high touch financial management for her clients' day-to-day banking and personal lending needs. She also has experience identifying undiscovered financial goals and connecting her clients with TD Wealth professionals who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.

Catherine's team works with a limited number of High Net Worth clients with a focus on garnering a deeper understanding of their goals and ambitions to help them realize and fulfill their dreams.

Certificates

PFP®

Languages

English

Chinese

Wealth advice for every stage of your career

As you develop you career in health care, we're ready to help you with your evolving financial needs. Our specialized team knows and appreciates the unique set of challenges you face as a health care professional and can provide you with products and services designed with your needs in mind.

Whether it's helping to build your net worth or helping you build a practice that reflects your vision and values, we're here to provide advice and tailored services to help you reach your financial goals.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

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.

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