Skip to main content

Cassie Ma

Financial Planner

"I look forward to being with you every step of the way to help you achieve your personal financial goals"

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 Financial Planning Standards Council (FPSC) Level I Certificate in Financial Planning offered by the Financial Planning Standards Council.

I look forward to working with you.


Fax: (905) 636-9031

Available at 1 other location(s)


Cantonese, English, Mandarin


University of Waterloo -Honors Mathematics Bachelor

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.


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.

MoneyTalk Investing

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

MoneyTalk Life

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

TD Economics

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

Monthly Perspectives - Future Outlook

What a difference a year makes! A year ago, all was right with the world, and investors couldn’t see how anything could ever go wrong. Today, mired in a financial market correction, investors are having a hard time believing that things could ever be right again. Either way, they’re being myopic—things are never as good, or bad, as they appear.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

Major Canadian Tax Deadlines and Dates

Important dates for you to know for 2018 tax year.

Do you know someone who would benefit from my services?