Vincent Lo has extensive work experience in the finance industry. Vincent began their career in 2014 at Credential, where they served as a Supervisor in Broker Solutions from February 2014 to August 2015. Vincent then transitioned to the role of Portfolio Specialist from September 2015 to December 2018. In 2018, Vincent joined Aviso Wealth as a Director, where they initially served as the Director of Managed Accounts and Portfolio Manager from December 2018 to October 2021. Currently, they hold the position of Director of Strategic Finance, CU Wealth at Aviso Wealth, starting in October 2021.
Vincent Lo has a Bachelor's degree in Business and Personal/Financial Services Marketing Operations from Simon Fraser University. Vincent also holds a certification as a Chartered Financial Analyst (CFA) from the CFA Institute.
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