Michelle Lo, EPC
Michelle first ventured into the financial industry when she was hired as an administrative assistant in 2011. By 2012, she became her licensed assistant, having successfully completed the Life License Qualification Program (LLQP) exam and the Canadian Investments Funds Course (CIFC). After pursuing a post-graduate degree in International Development Studies and yet realizing her true passion in helping clients find customized financial solutions, she decided to return as a financial advisor.
Michelle gains great satisfaction in knowing that her clients have the proper tools and protection in place to achieve financial success. She works towards being a financial advisor that clients can count on through the different seasons in life. She also continues to work in the areas of client management systems and compliance for Wyse Financial Solutions Inc.
Michelle enjoys the simple things in life, like being in nature or having a coffee with a friend. She also loves volunteering with international development organizations, whether this is done locally, or by participating in short-term overseas trips.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
Leave a Note
Please fill out the form below