Mosey So
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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'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
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.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Money Talk
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Money Talk
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Own property in the UK? This inheritance tax could apply to you
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Own property in the UK? This inheritance tax could apply to you
Do you own property across the pond? Are you a U.K. citizen living in Canada? If so, the U.K. inheritance tax could have an impact on your estate plans. Sébastien Desmarais, Tax and Estate Planner, TD Wealth, joins Kim Parlee to dig into what people need to know about this tax as well as potential changes on the horizon.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Gearing up for 2024: Tax and rule changes coming in the new year
Article
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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Michael Craig on key investing themes to watch in 2024
Article
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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