Sophia Ito

With over two decades of experience in the financial services industry, Sophia takes pleasure in advising clients and helping them comprehend, plan, and formulate effective wealth management strategies.

Sophia ensures that her clients stay well-informed about changes in the wealth management landscape that directly impact them, whether through the increasingly complex nature of taxation or the expanding array of investment choices at their disposal. She likes to ensure that, at the foundation of every wealth management plan, there is a thoughtful process in place to ensure the efficient transfer of wealth to the next generation, ensuring that wealth is protected.

Sophia holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations. Additionally, she is licensed with the British Columbia Insurance Council.