Jeffrey Lo

Jeffrey Lo is an accomplished financial professional with extensive experience in the banking and wealth management sectors. Currently serving as Associate Director & Team Lead at Scotia Wealth Management since September 2025, Jeffrey has held various leadership roles, including Market Vice President of Canadian Commercial Banking at Scotiabank from January 2019 to September 2025, and previous positions as Director of Credit Structures at RBC Wealth Management and Senior Manager of Strategy Integration at RBC. His career began at Bank of Montreal, where Jeffrey progressed through several roles, including Commercial Account Manager and Branch Manager. Jeffrey holds a Bachelor of Science degree in Business Management from Holy Names University, obtained between 2000 and 2002.