Brian So
Gestionnaire de Portefeuille-Actions chez Tacita Capital, Inc.
Profil
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.
Postes actifs de Brian So
| Sociétés | Poste | Début |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
Anciens postes connus de Brian So
| Sociétés | Poste | Fin |
|---|---|---|
Computershare Canada, Inc.
 Computershare Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Computershare Ltd., Computershare Canada, Inc. provides trust services. The company is based in Toronto, Canada. | Corporate Officer/Principal | 01/03/2016 |
Formation de Brian So
| DeGroote School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
Computershare Canada, Inc.
Computershare Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Computershare Ltd., Computershare Canada, Inc. provides trust services. The company is based in Toronto, Canada. | Miscellaneous |
