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Catrin Samimi

Wealth Advisor

  • CIWM
  • CEA
  • BBA

Tailored solutions in tune with your needs and the needs of those you care about

I'm a specialist dedicated to covering the areas of North and West Vancouver, Squamish, Whistler, and Sunshine Coast. I work with individuals, executives and families who have worked hard to accumulate their wealth and are looking for unique wealth management solutions. These recommendations are designed to help simplify life, optimize cash management strategies, implement a smooth business succession plan, build a legacy, or complete a holistic financial check-up and put checks and balances in place.

You are the architect of your life and legacy. Our team of TD specialists can help create the blueprint, from wealth accumulation and investment management, to integrated wealth strategies to help reduce tax exposure or create a business succession plan, to estate planning and trusts, to gifting and philanthropy.
Because life is filled with uncertainty, I'm committed to delivering holistic advice and solutions to help you enjoy the things that matter most. I want to help achieve your vision for the future, and protect the things that are important to you. 

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My Goal & Process: 

  • To help get to the heart of what matters most to you
  • To work collaboratively with a dedicated team of private wealth management specialists
  • To bring you the breadth of expertise to design a plan that will help you feel confident in your decisions and more focused on your future

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I hold a Bachelor of Business Administration, Certificates in Advanced Investment Advice, Advanced Estate Planning & Trust Strategy, and Retirement Strategy. I'm equipped with the unique knowledge and skills required to address the complex needs of high-net-worth clients and help stay informed in today's ever-changing world of wealth management. 

Outside of work, you'll find me travelling, hiking, biking, golfing or volunteering for many causes that I hold close to heart.
Personal goal: To explore all 108 National Parks in North America - 34% of the way there!

I look forward to working alongside you and your family to help you achieve your goals. It all begins with a dialogue around your visions and priorities.

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LANGUAGES

Farsi, English

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We're redefining private wealth management.

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.

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?