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Mosey So

Investment Advisor

  • CIM®

Committed to understanding your needs and helping you achieve your vision of success

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.

ADDITIONAL CONTACT

Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

LANGUAGES

Cantonese, English

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