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Cathy (Xin) Dai

Private Banker

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

Because you deserve the best banking has to offer

As a Private Banker, I will work with you to create and implement a personalized and comprehensive Wealth Strategy, and make sure your needs are met in a prompt and precise manner. We are specialists in these often-complex needs and understand the value you place on responsive service and proactive advice. Whether you are an entrepreneur who needs comprehensive banking and flexible lending, a professional with a growing career who needs tax strategies beyond RSPs, a retiree with family holding companies or an individual who requires day-to-day banking, we are available to connect by phone or to meet you in the privacy of our exclusive TD Wealth Private Banking office.

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. 

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ADDITIONAL CONTACT

Toll Free: 1(888) 763-1153
Fax: (905) 707-7850
Branch Office: (905) 707-2046

LANGUAGES

English, Mandarin, Cantonese

EDUCATION

University of Toronto

Helping you achieve your vision of success

Bank of Canada keeps rates on hold: What's next for 2019?

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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