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Carmen So

Senior Private Banker

  • B.A.
  • PFP®

"Working together to help you achieve what truly matters to you"

As Senior Private Banker, we address and understand the sophisticated needs of the affluent individuals &families to fulfill the banking &credit management needs. Working as a team of specialists, the TD Wealth Private Client Group, offers high net worth clients seamless access to an exceptional range of personal, financial and advisory services including Private Trust, Private Investment Advice and Private Investment Counsel which, in combination with Private Banking, constitute one of Canada's largest money management networks. My designations include: Bachelor's Degree (Economic) from Simon Fraser University, Personal Financial Planning &the Certificate of Retirement Strategies.


Toll Free: (877) 654-8875
Fax: (604) 654-8636
Branch Office: (604) 654-8875


English, Cantonese

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


    You have questions, I have answers. Let's have a quick chat.

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