Brian So

Mr. Brian So, CFA, is a Client Administration Coordinator at Tacita Capital, Inc. He is a member of the firm’s Portfolio Management Group and coordinates the administrative aspects of our portfolio management and wealth management services.
Prior to joining Tacita Capital, he worked for a multi-national stock transfer company where he became familiar with a variety of share transactions.
He has an Honours Bachelor of Commerce degree from McMaster University.
He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®) professional, and a member of the CFA Institute and CFA Society Toronto.