Brian So Email & Phone Number
Portfolio Manager @ Tacita Capital Inc.
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Brian So Location
- Toronto, ON, CA
Brian So Work
- Portfolio Manager @ (March 2026 - Present)
- Associate Portfolio Manager @ (September 2022 - March 2026)
- Associate, Wealth Management @ (June 2018 - September 2022)
- Client Administration Coordinator @ (March 2016 - May 2018)
- Disbursements Administrator @ (January 2015 - March 2016)
Brian So Education
- DeGroote School of Business, McMaster University
Honours Bachelor of Commerce (Finance)
2010-2014
Brian So Skills
- Microsoft Office
- Financial Modeling
- Microsoft Word
- Teamwork
- Data Analysis
- PowerPoint
- Research
- Microsoft Excel
- Financial Reporting
- English
- Finance
- Financial Analysis
Brian So Summary
- Brian So, based in Toronto, ON, CA, is currently a Portfolio Manager at Tacita Capital Inc.. Brian So brings experience from previous roles at Tacita Capital Inc. and Computershare Canada. Brian So holds a 2010 - 2014 Honours Bachelor of Commerce in Finance @ DeGroote School of Business, McMaster University. With a robust skill set that includes Microsoft Office, Financial Modeling, Microsoft Word, Teamwork, Data Analysis and more. Brian So has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Tacita Capital Inc. Employees
Brian So
Portfolio Manager
Toronto, ON, CA
Joanne Swystun
Vice President; Head of Wealth Planning
Toronto, ON, CA
James Nairne
Senior Portfolio Manager
Toronto, ON, CA
Michael Nairne
President and Chief Investment Officer
Toronto, ON, CA
Garnet Anderson
President and Head of Portfolio Management
Toronto, ON, CA
Alexander Nairne
Manager, Operations and Client Communications
Toronto, ON, CA
Yidi Wu
Investment Accountant
Toronto, ON, CA
Matthew Febbraio
Portfolio Management Associate
Toronto, ON, CA
Ali Babwani
Associate
Toronto, ON, CA
Zoe Shnier
Junior Marketing Associate
Toronto, ON, CA
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