Skip to main content

Jerome So

Senior Investment Advisor

  • CIM®

Working together to help you achieve what truly matters to you

1 About Jerome So.jpg

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.  
2 Why Do I Do What I Do.jpg

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.

3 My values to my clients.jpg

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.

4 My Process.jpg

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’. 

5 Clients I work with.jpg

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. 

6 My Family.jpg

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.

ADDITIONAL CONTACT

Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

LANGUAGES

Cantonese, English, Mandarin

EDUCATION

Graduated from Central State University, Oklahoma, US, Chartered Investment Manager (CIM) Designation, Certified Retirement Specialist

COMMUNITY INVOLVEMENT

Board of Director and Member of Governance Committee - Rick Hansen Institute, Co-Founder of Fraser Valley Retrievers Training Club

Going beyond the financial picture

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

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.

Money Talk

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

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

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

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?