Jimmy Lo

Jimmy Lo

Investment Advisor

PFP®

FMA

LLQP

Working together to help you achieve what truly matters to you

Phone

Office

(604) 654-8600

Office Location

5811 Cooney Road Suite 306 Richmond, BC V6X 3M1. map

As a trusted investment advisor and financial coach, I help clients reach their long-term financial goals with confidence. I have over 18 years of wealth advisory experience and my mission is to align my client’s financial decisions with their goals, priorities, and values.

I look forward to working with you.

Phone

Toll Free

1(866) 928-6561

Branch Phone

(604) 482-5168

Branch Fax

(604) 482-5183

Certificates

PFP®

FMA

LLQP

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.

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.

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.

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

WIO: Portfolio Strategy Quarterly | Q4 2023

"We"
Portfolio Strategy Quarterly
Q4 2023

WIO: Quarterly Market Review | Q4

Everything you need to know about the quarter that was on January 16, 2024. Read more here.

WIO: Monthly Perspectives

For the holidays this year, fixed income investors wanted only one thing (and it wasn’t their two front teeth). The ascent of long-term yields over the past two years — from 1.50% in early 2022 to around 5% in October 2023 — led to some of the leanest months in modern history for bond investors. By the beginning of Q4, bond investors were bracing for the unprecedented possibility of a third straight year of losses. What they desperately needed was a rally — and boy did they get one.