Kelvin So

Senior Investment Analyst

CFA
 
Email: kso@mcacrossborder.com
Telephone: 416-642-8102

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

Matt C.          Altro

Matt C. Altro

President & CEO

Andrew Vanderhorst

Andrew Vanderhorst

Chief Investment Officer & Portfolio Manager

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Brandon Davies

Brandon Davies

Director - Cross Border Wealth Management

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Greg Tomkins

Greg Tomkins

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Senior Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Casper Wong

Casper Wong

Senior Cross Border Tax Associate

Ye Zhou

Ye Zhou

Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

Raeline Moreau

Raeline Moreau

Client Services & Operations Coordinator

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