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Professionals you can trust

Previously working at Connor, Clark & Lunn Investment Management’s Quantitative Equity Team with a focus on institutional client relationships. Ms. So also worked as Vice President, Business Development at Connor, Clark & Lunn Funds, where she enhanced the firm's product development capabilities and managed relationships with key clients.

Ms. So brings more than 12 years of experience in the wealth management and finance industry.

Overview

Lucy So

Client Relationship Manager

Vice President, Institutional Sales

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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