As a Regional Manager of RBC Global Asset Management Inc., Jo collaborates with Investment Retirement Planners throughout British Columbia, providing them with market insights and resources to support their clients’ financial needs and objectives.

With over 17 years in the wealth and investment industry, Jo is knowledgeable in a diverse range of financial tools, including equities, bonds, gold, separately managed assets (SMAs), exchange traded funds (ETFs), structured notes, and private alternative assets. Prior to joining RBC GAM in February 2024, Jo worked as an Investment Advisor at a brokerage, where he prudently and skillfully constructed investment portfolios in response to changes in economic conditions and market fundamentals.

Jo earned a Bachelor’s degree in Economics and Accounting from the University of British Columbia and has been a Chartered Financial Analyst (CFA) Charterholder since 2013. His personal interests include basketball, cars, and watches. He dedicates his time to serving on the Finance Department committee of the Vancouver Club, the city's first private club.