Mosey So, Investment Advisor,Markham, ON

Phone

Office

Office Location

220 Commerce Valley Dr. W., Suite 300 Markham, ON L3T 0A8. map

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

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.

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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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Retirees / Pre-retirees

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Personalized Strategies

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

What We Do

Initial Discovery

Proactive Reviews

Tax Planning

Tailored Solutions

Retirees / Pre-retirees

Entrepreneurs / Business Owners

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Personalized Strategies

Your unique goals

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Mosey So