Irene So, MBA, CMA, CFA

Vice-President & Director, Portfolio Manager

416-733-5208 | Email me

Irene So is a Director, Senior Vice President and Portfolio Manager of RBC Dominion Securities. She has a strong and varied background in the investment business in Canada and abroad.

Irene has assembled an extremely strong, insightful and intelligent investment management team. Irene has been in the investment industry since 1980 and the asset under her management is over $700 Million. She is well positioned to provide highly professional advice to both individual and corporate clients.

Irene's education and professional designation include a Masters degree in Business Administration (M.B.A.), Chartered Financial Analyst (CFA) and Certified Management Accountant (C.M.A.).

As one might expect, Irene's expertise and advice are sought by much more than just her clients. Quite often, Irene is asked to appear on a variety of radio and television programs, and is approached by many newspapers and magazines for her thoughts on a variety of investment and financial matters.

In addition to her practical work, Irene wrote and published three books. In 1997, her first book was "Your Money Matters". In 2000, her second book was "Greater China and its Financial Market". In 2002, her third book was "Investing in Greater China". All three books were sold in major cities across Canada, US and Hong Kong.

Irene has been actively involved in many charitable and non-profit organizations. These organizations stand out because of her passionate involvement. She has held the position of Director of Export Development Canada, Chair of The Canadian Foundation for the Preservation of Chinese Cultural and Historical Treasures, Board of Governors of McMaster University, Director of United Way of Greater Toronto, Director of Ontario Trillium Foundation, Honorary Advisor of Carefirst Seniors & Community Services Association, Member of The National Round Table on the Environment and the Economy.

Richard So, CPA, CMA, CIM, CFP, CFA

Portfolio Manager & Wealth Advisor

416-733-5704 | Email me

Richard brings a host of personal and business experience as a financial and wealth manager. He leads a team of established professionals with expertise in portfolio management, insurance, and tax and estate planning. Together they deliver thoughtful solutions tailored to each client’s objectives, drawing from a wide selection of world-class products and services.

Richard provides wealth management services to affluent business owners, professionals and retirees. His financial planning process helps families alleviate the common worries related to succession and estate planning for future generations. His “tax-aware” approach to investing focuses on after-tax performance. He looks to match the goals of the portfolio with the client’s unique needs and tax situation. This ensures his clients’ portfolios do not forfeit returns based on insufficient tax consideration. He also believes that one must take the emotion out of investing and give wealth management strategies the time to succeed. 

Richard earned an Honours of Business Administration degree from the Richard Ivey School of Business and holds the Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Canadian Investment Manager (CIM), Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designation.