Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Lucy So

CFA


Position

Vice President, Institutional Sales

Client Relationship Manager


Lucy So

CFA

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

Previously at Connor, Clark & Lunn Investment Management, Lucy had a focus on institutional client relationships as Vice President, Business Development where she enhanced the firm’s product development capabilities and managed relationships with key clients. Lucy is a graduate of the University of Alberta’s School of Business and is a Chartered Financial Analyst (CFA).