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Audrey A. Kwan
B.A., PFP, CIM, FCSI
Wealth Advisor |
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Phone
Fax
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(403) 298-7803
(403) 298-4044 |
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Email
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audrey_kwan@scotiamcleod.com |
| I work with families in providing a solution to their financial needs and help them achieve their dreams. |
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I have over 19 years experience in the financial services industry and I specialize in designing personalized investment portfolios for my clients. Along with my Bachelor of Arts in Economics, I have the Canadian Investment Management (CIM) designation and I am a Fellow of the Canadian Securities Institute (FCSI). The Institute of Canadian Bankers (ICB) has awarded me with the Personal Financial Planning (PFP) designation.
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Investment Philosophy and Process
My core purpose as an advisor is to be the best at helping you achieve financial success and security by providing relevant solutions to meet your unique needs. My disciplined investment approach focuses on long-term performance while managing risk. To fulfill this commitment, I develop customized plans with tailored strategies, products and services that reflect your personal situation and goals.
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Service Approach
You will receive a written Investment Policy Statement (IPS) with a personalized action plan. I will provide you with financial planning in the areas of investments, taxation, retirement, insurance and estate planning. You will receive honesty, integrity and professional conduct in our relationship.
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Trusted Advice
I am backed by a team of specialists within ScotiaMcLeod, as well as, from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Suite 300
119 6th Avenue SW
Calgary, AB T2P 0P8
CANADA
Fluent in Cantonese and working knowledge of Mandarin.
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Additional Team Members:
Isabelle Bonneau
Administrative Assistant
(403) 298-4097
isabelle_bonneau@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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