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Carmen So

Wealth Advisor

  • B.A.
  • PFP®

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

With over 12 years of experience in the financial services, Carmen has been committed to providing exceptional wealth experience for individuals and families. At higher levels of net worth and complexities, comes the need for sophisticated wealth management solutions.

My Process

  • A distinct discovery session using behavioral finance to help uncover your wealth personality
  • By getting to know you on a deeper, more personal level, develop a comprehensive wealth strategy to drive more informed wealth decisions
  • A client-centric approach where you decide on your level of involvement in investments

In conjunction with TD Specialists, solutions include:

  • Private Banking 
  • Investment Management Solutions
  • Will & Estate Planning
  • Charitable Giving 
  • Business Account Management

About Carmen

  • Born & raised in Vancouver, BC
  • Education: Eric Hamber, Simon Fraser University
  • Professional Designation: CSC, PFP, CRS
  • Personal time: spend time with 4 very adorable nieces and nephews, golf, tennis, piano

ADDITIONAL CONTACT

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

LANGUAGES

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.

    REQUEST AN APPOINTMENT

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

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