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Whitney Cai

Financial Planner

  • CFA
  • MA

Building your financial future – together

I have been working in the financial services industry since 2008.  Prior to taking on the role of Financial Planner, I was a Financial Planning Associate in the GTA area.  During the last 2 years, I have focused exclusively on financial planning and fostering strong client relationships.

I have completed the requirements for the Chartered Financial Analyst designation offered by the CFA Institute.

I look forward to working with you to help you achieve your personal financial goals.


Toll Free: (833) 836-5635
Fax: (905) 707-5203

Available at 1 other location(s)

Additional Information

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.

Trade war games: Will the global economy be the big loser?

U.S.-China trade war uncertainty continues to weigh on global growth, stoking fears of a recession. Haining Zha, vice president, TD Asset Management dives into how the trade war is impacting China and the U.S., and what that could mean for investors.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

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.

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