Jerome So, Investment Advisor,Surrey, BC

Phone

Office

(604) 541-2025

Office Location

15388 24th Avenue Suite 208 Surrey, BC V4A 2J2. map

In the 25 years working with pension managers, advisors and investors in the financial industry, I gained invaluable insights on what are important to my clients. I believe my clients deserve measureable CLARITY on defining their goals and we work together collaboratively in creating the achievable PLAN to help them get there.

Why I Do What I Do
My clients need advice on their retirement and wealth planning more than ever before. The changing market requires changing insights. The recent low interest rate environment and market volatility have created tremendous challenges for pre-retirees and retirees. Imagine taking a life-long road trip but faced with navigating the foggy paths every day. With my process, approach and deep resources at TD, along with the support from my clients, I truly believe I can help my clients discover what are important to them and their families, and create a PLAN to help them reach their goal.

My Values to My Clients
I manage my clients' QUIET WEALTH through personalized wealth planning. Quiet Wealth is more than just money. My clients should be able to enjoy what they want, when they want and how they want.

My Process
With the 11 Wealth Planning considerations, our engaging Life Discovery is the first step in creating clarity of how all aspects of our life are inter-related. After all, Life is full of many ‘ifs’.

Clients I Work With
Pre-retirees and Retirees -
Through the important phases of Life Transitions, my clients are likely faced with these questions –

1.    Can I retire?
2.    How much income do I need and where my cash flow comes from?
3.    For business owners, what is the business succession plan?
4.    How about leaving a Legacy to the next generations?
5.    Would one consider Charitable Giving?

Medical Professionals
Investment strategies with assets in Holding Co, Operating Co., Investment Co. and Family Trusts. With the deep resources at TD Wealth, I work my clients to effectively reduce any gaps between taxes, investment and wealth planning.

My Family
I am fortunate to have found my soul mate and wife Karen when we were in Oklahoma. Together, we have two beautiful children Aidan and Jenna who are almost 16 and 14 years of age. They play a lot of ice hockey. Almost every day, you can find us in local hockey rinks. When my family are still at sleep in the mornings of weekends, I enjoy my road cycling with my buddies very early in the mornings.

Certificates

CIM®

Languages

Cantonese

English

Mandarin

Education

Graduated from Central State University, Oklahoma, US

Community Involvement

Board of Director and Member of Governance Committee - Rick Hansen Institute

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.