Kelvin So
Kelvin So is a Senior Investment Analyst at MCA Cross Border Advisors Inc.
Kelvin So is a Senior Investment Analyst at MCA Cross Border Advisors Inc. Kelvin works closely with portfolio managers and other research analysts to highlight opportunities and protect client assets. As an analyst, he evaluates investment managers’ performance and safeguards complex client assets. He is a decisive problem-solver and an effective communicator who is driven to achieve financial success for his clients.
Before transitioning into cross border financial planning, Kelvin worked at KEB Hana Bank as a credit analyst and RBC as a Banking advisor. This experience informs and drives Kelvin’s pursuit to gather and evaluate all the facts he needs to make the best decisions for his clients.
When he is not scrutinizing investment decisions, Kelvin can probably be found at the gym working out. He is a self-professed sports geek and foodie. In addition to English, Kelvin speaks fluent Cantonese.
Education
- Honours Bachelor of Commerce, McMaster University, 2017
Certifications & Memberships
- CFA Charterholder
Recent Articles, Media Interviews & blogs by Kelvin
Central Banks Lowering Interest Rates: What It Means for the economy and your portfolio
Explore the implications of central banks lowering interest rates as inflation stabilizes. Learn how these changes can stimulate economic growth, the potential risks involved, and strategies to adapt your investment portfolio for a low-interest environment. Stay informed to make the most of evolving market conditions.
Active vs. Passive Funds
Explore the active vs. passive funds comparison to navigate your investment journey with confidence. Learn about the advantages and disadvantages of each strategy, empowering yourself to make informed decisions for your financial future.
CROSS BORDER PROFESSIONALS
Casper Wong
Senior Cross Border Tax Associate
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
