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Catrin works with high net worth individuals, executives and their families who are looking for a customized and holistic approach to enable them to meet their wealth management needs.
Catrin focuses on gaining a deep understanding of her clients' top goals and priorities around lifestyle and retirement planning, cross-border banking, investment management, tax and estate planning, charitable giving and business succession planning. She then utilizes the expertise and guidance of a leading group of TD specialists to help assist her clients in simplifying their complex financial dynamics and to realize their goals.
Catrin joined TD Bank in 2007 and has gained diverse experience with the Private Client Group, as well as extensive Commercial Banking and treasury experience. She holds a double concentration in Finance and Accounting, as well as the Certified Treasury Professional designation.
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.