Mosey So
Investment Advisor
CIM®
Committed to understanding your needs and helping you achieve your vision of success
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Mosey joined TD Wealth Private Investment Advice in 2015 to focus on client relationship management, wealth and retirement planning and provide investment strategies for client portfolios.
Before joining TD Bank Group, Mosey worked around parts of Asia mainly based in Hong Kong for 8 years. Her international work experience and direct exposure to different cultures – both professionally and socially, allows her to better understand the uniqueness of each family's needs and goals and deliver personalized client services.
Mosey helps clients manage their investment portfolios, introduces new solutions and ideas, provides ongoing guidance and work together with clients to help preserve and grow their wealth through tailored investment solutions. She works closely with clients to make key decisions about their portfolios in order to help them achieve their long-term financial goals.
For Mosey, building trust and long-term relationships by providing excellent client service is always her first priority. Working closely together with her team member Theresa Lee, leveraging their combined knowledge and experiences, their team approach will help meet your needs and provide services in a professional and timely manner. Mosey is also a Life Insurance Advisor with TD Wealth Insurance Services.
Certificates
CIM®
Languages
Cantonese
English
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
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.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Cottage succession: How to pass on a legacy and not potential complications
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Health-care costs?
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Health-care costs?
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