Jimmy Lo
Senior Investment Advisor
PFP®
FMA
LLQP
Working together to help you achieve what truly matters to you
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Office Location
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
Certificates
PFP®
FMA
LLQP
Languages
Cantonese
English
Chinese
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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
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 Q3 2025
The risks we see coming yet do nothing to avoid (the so-called “Grey Rhinos”) and this headline-driven market often mask the truth about economic conditions, which over the long term underpins financial markets. There’s no doubt we live in turbulent times. We will dig deep with the best of our thinking to take advantage of opportunities and manage risks with a well-diversified, contemporary investment portfolio built and managed around a thoughtful wealth plan. Read on.
WIO: Quarterly Market Review: Q2 2025
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Monthly Perspectives: August 2025 | Red Light, Green Light
The auto industry is a microcosm for Canada when it comes to concerns over the impact of tariffs. For investors, this is where things get tricky. Tariffs for the auto industry are a big negative for the Canadian economy and jobs. As always, the key to surviving — and thriving — is having a well-diversified, contemporary investment portfolio built around a thoughtful wealth plan, backed by institutional-grade research, and managed by professionals employing active strategies.