Sophie Salcito, BBA, CFP, CIM

Wealth Advisor
Vancity/Credential Securities

North Shore

Contact
Phone 604.340.8037
sophie_salcito@vancity.com

As a Wealth Advisor, Sophie provides each of her members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 20 years of experience providing financial advice at Vancity, Sophie specializes in helping members develop effective and practical solutions in order to meet their financial goals, such as retirement, tax, and estate planning.

In addition to having her Bachelor of Business Administration degree from Simon Fraser University, Sophie holds the following designations: Certified Financial Planner (CFP) and Certified Investment Manager (CIM).

Sophie is firmly committed to long-term relationships with her members. She works with her members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. She takes great pride in her role as an Advisor and feels the biggest endorsement she can receive from a member is when they tell their friends and family about their positive experience.

Sophie can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, fee-based investment accounts, and fossil fuel-free investment options.