Cassie Ma
Senior Financial Planner
CFP®
TEP
I look forward to being with you every step of the way to help you achieve your personal financial goals
Phone
Office Location
I have been working in the financial services industry since 2007, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor degree in Honors Mathematics (Math/Business with Finance Option) from the University of Waterloo.
I also hold the Certified Financial Planner (CFP®) designation certified by the Financial Planning Standards Council.
I also hold a Trust & Estate Practitioner (TEP) designation from STEP (the Society of Trust and Estate Partitioners) Canada.
I look forward to working with you.
Certificates
CFP®
TEP
Languages
English
Cantonese
Mandarin
Education
University of Waterloo -Honors Mathematics Bachelor
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
退休迷思：五個傳統觀念
關於退休有很多老生常談的觀念。然而，其中許多想法早就應該被淘汰了。這裡有一些關於您應該如何籌劃退休的最新見解。
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
幫助實現對您和您的家人真正重要的事情。
建立資產淨值：我們可以透過制定有效的策略和投資方案來幫助您建立資產淨值，以滿足您隨著時日而轉變的需求。
保護重要事務：透過充分利用TD專員的專業知識，我們可以整合策略，幫助您保護在人生不同階段中最重要的事務。
實施節稅策略：我們與您並肩合作，幫助您設立和構建賬戶，以便減少稅務風險，同時保持在有需要時的可用收入。
遺贈安排：我們重視您留下的建樹。我們將幫助您制定計劃，滿足您最珍重的優先事項並優化您的財富傳承。
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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