Jerome So

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Jerome So

Senior Investment Advisor


Working together to help you achieve what truly matters to you



(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.








Graduated from Central State University, Oklahoma, US

Community Involvement

Co-Founder of Fraser Valley Retrievers Training Club

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.

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.

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.

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.


Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk

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


TD Economics

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


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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