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With over 20 years of experience in the financial services industry, Sophia enjoys advising clients to understand, plan and prepare their wealth management strategies, while ensuring they are informed of the changes in the wealth management landscape that directly affect them whether through the more complicated nature of tax or the growing number of investment choices available to them.
She likes to ensure that at the foundation of every wealth management plan there is a thoughtful process in place ensuring efficient transfer of wealth to the next generation so that wealth is protected.
Sophia’s advisory experience includes:
Currently Sophia holds designations as a; Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). Additionally, she is licensed with the British Columbia Insurance Council.
She is described by her friends and family as an adventure junkie, foodie, whiskey and rock-climbing enthusiast. Married with two daughters, Sophia makes travel a central focus for her family.
Over the past year, Sophia has been awarded the following:
To be able to CHOOSE when I want to retire!
I can’t live with out my…
Family. My 2 girls are my angels and my husband is my best friend.
What languages do you speak?
English and Korean
For work, anything with a heel; Out of the office, comfy Diesels or Pumas
Would you bungee jump?
No, but I wouldn’t have a problem rappelling off a mountain