Kelvin So is an Investment Analyst at MCA Cross Border Advisors Inc.
Kelvin So is an 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.
- Honours Bachelor of Commerce, McMaster University, 2017
Certifications & Memberships
- CFA Level II Candidate