Kwan Location
Richmond Hill, ON, CA
Kwan Work
- 2019 - now Financial Advisor @ Winver Financial Services Inc.
- 2006 - 2016 Investment Advisor @ BMO Nesbitt Burns
Kwan Education
- The Chinese University of Hong Kong
BA (Business Administration)
Kwan Skills
- Equities
- Portfolio Management
- Strategic Financial Planning
- Securities
- Investment Strategies
- Investments
- Asset Management
- Investment Advisory
- Asset Allocation
- Retirement Planning
Kwan Summary
Kwan, based in Richmond Hill, ON, CA, is currently a Financial Advisor at Winver Financial Services Inc.. Kwan brings experience from previous roles at BMO Nesbitt Burns. Kwan holds a BA in Business Administration @ The Chinese University of Hong Kong. With a robust skill set that includes Equities, Portfolio Management, Strategic Financial Planning, Securities, Investment Strategies and more. Kwan has 1 emails on RocketReach.
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