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Cathy (Xin) Dai

Senior 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

What is Behavioural Finance

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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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. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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