Ty Soo Email & Phone Number
SENIOR INVESTMENT ADVISOR, CERTIFIED INTERNATIONAL WEALTH MANAGER, THE SOO WEALTH MANAGEMENT GROUP @ Stephen Avenue Securities Inc.
Ty Soo Location
Toronto, ON, CA
Ty Soo Work
- 2019 - now SENIOR INVESTMENT ADVISOR, CERTIFIED INTERNATIONAL WEALTH MANAGER, THE SOO WEALTH MANAGEMENT GROUP @ Stephen Avenue Securities Inc.
- 2016 - 2019 SENIOR INVESTMENT ADVISOR, CERTIFIED INTERNATIONAL WEALTH MANAGER and CIO,THE SOO WEALTH MGT GROUP @ Foster & Associates Financial Services Inc.
- 2014 - 2016 INVESTMENT ADVISOR, CERTIFIED INTERNATIONAL WEALTH MANAGER and FINANCIAL PLANNER @ BMO Nesbitt Burns
- 2002 - 2014 WEALTH MANAGER AND SENIOR FINANCIAL ADVISOR @ CIBC
- 2000 - 2002 FINANCIAL CONSULTANT @ CIBC Capital Markets
- 1996 - 2000 NATIONAL ACCOUNTS - EXECUTIVE @ Purolator Inc.
- 1992 - 1996 REGIONAL MARKETING MANAGER (ONTARIO, QUEBEC AND MARITIMES) @ Best Buy
Ty Soo Education
- Ivey Business School at Western University
(PORTFOLIO RISK & RETURN SECURITIES VALUATION)
2018 - 2018 - Canadian Securities Institute & Association of International Wealth Managers
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM)
2012 - 2013 - University of Toronto
FINANCE (FINANCE)
2009 - 2009
- CANADIAN SECURITIES INSTITUTE
CHARTERED PROFESSIONAL STRATEGIC WEALTH (Ch.P.- CSWP)
2009 - 2009 - CANADIAN SECURITIES INSTITUTE
FELLOW CANADIAN SECURITIES INSTITUTE DESIGNATION (FCSI)
2000 - 2009 - CANADIAN SECURITIES INSTITUTE
FMA (FINANCIAL MANAGEMENT ADVISOR DESIGNATION ()
2007 - 2007 - Wilfrid Laurier University
POST GRADUATE QUALIFICATION IN FINANCIAL PLANNING (DFP, FMA, PFP)
1998 - 2000 - Bishop's University1988 - 1991
- Bishop's University
BUSINESS/ ECONOMICS (ECONOMICS/FINANCE)
1988 - 1991 - The Oratory School1982 - 1984
Ty Soo Summary
Ty Soo, based in Toronto, ON, CA, is currently a SENIOR INVESTMENT ADVISOR, CERTIFIED INTERNATIONAL WEALTH MANAGER, THE SOO WEALTH MANAGEMENT GROUP at Stephen Avenue Securities Inc.. Ty Soo brings experience from previous roles at Foster & Associates Financial Services Inc., BMO Nesbitt Burns, CIBC and CIBC World Markets. Ty Soo holds a 2018 - 2018 Ivey Business School at Western University. Ty Soo has 1 emails and 2 mobile phone numbers on RocketReach.
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