Michelle Lo, CFP®, EPC

Financial Planner

Michelle began her financial career in 2011, quickly earning her Life License Qualification and Canadian Investment Funds certification. After pursuing a post-graduate degree in International Development, she realized her true passion for helping clients achieve financial success and returned as a financial advisor. As a CERTIFIED FINANCIAL PLANNER professional, Michelle offers personalized, holistic solutions that evolve with her clients through all stages of life. She takes pride in equipping them with the right tools and protection to secure their financial futures. Outside of work, Michelle enjoys nature, coffee with friends, and volunteering with non-profit organizations, both locally and abroad.

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