Jerome So
Investment Advisor, Chartered Investment Manager (CIM), Certified Retirement Specialist at TD Wealth Private Investment Advice- Claim this Profile
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English, Cantonese and Mandarin -
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Bio
Credentials
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CIM
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Experience
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TD
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Canada
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Banking
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700 & Above Employee
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Investment Advisor, Chartered Investment Manager (CIM), Certified Retirement Specialist
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2013 - Present
I help my clients manage their Quiet Wealth. I work with business owners, pre-retirees and retirees on Integrated Wealth Planning. Although my core competency is investment advice. I lead a team of professionals for tax and estate, asset protection and business succession planning. Through planning, my clients are able to save time, money and have their lives simiplfied.*TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
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Vice President
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1994 - 2012
Invesco Canada is part of a global asset management firm - Invesco that manages assets more than US$ 600 Billions. My direct clients are financial advisors. Through relevant financial solutions, i partnered with advisors to help their clients achieve financial success. Invesco Canada is part of a global asset management firm - Invesco that manages assets more than US$ 600 Billions. My direct clients are financial advisors. Through relevant financial solutions, i partnered with advisors to help their clients achieve financial success.
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