Simon Tso, CFA, CPA, CGA, ACCA – Managing Partner
Simon Tso graduated with a Bachelor of Commerce (Finance) degree with honours from the UBC Sauder School of Business. He was an Associate at Bridgemark Financial Corp. and specialized in providing corporate finance, M&A advisory, valuation and consulting services to numerous private and publicly-traded corporations, commonly acting as their Chief Financial Officer.
Simon also spent a number of years as a senior accountant at Jackson & Company Chartered Accountants, a full-cycle accounting firm that assists companies of all sizes with their financial reporting, regulatory filing and tax requirements.
Prior to joining Jackson & Company, Simon worked at HSBC Bank Canada, first in HSBC’s lending administration team and then in a financial risk management role in HSBC’s commercial banking department.
Simon is a CFA Charterholder and a Chartered Professional Accountant.