While Dan Hwang has more than 18 years of experience in financial services and solid industry credentials, he is still young enough to offer multigenerational families the assurance of long-term, continued service through long-standing relationships. Dan brings his clients – primarily entrepreneurs, professionals, and retirees – a high degree of insurance knowledge, estate planning experience and understanding of tax efficiency planning. And, as a former banker, he knows the importance of credit and the power of leverage.
Dan joined BMO Private Wealth in 2007 after working at Clarica (now Sunlife) as an Insurance Advisor and at RBC as a Personal Banker. He earned his Bachelor of Commerce in Finance from the University of Alberta in 2003 and holds the Chartered Investment Manager (CIM®), Financial Management Advisor (FMA), and Personal Financial Planner (PFP®) designations. Dan also speaks fluent Korean.
A devoted family man, Dan’s life centres around his wife and three young sons. He treasures time spent outdoors with the family – they head over to Lac Ste. Anne almost every weekend to enjoy fishing, swimming, snow-mobiling, and ice fishing.
Bailey leads the wealth planning component of our team and keeps us well organized and streamlined. Bailey helps to discover all we need to know about our clients and build close relationships with them.
After studying science at Grant MacEwan University, Bailey began her financial career as an Associate with World Financial Group, helping clients to determine the best insurance solution for their unique needs across numerous insurance institutions. Next, she became an Administrative Assistant at James Barrow Financial, working closely with a financial planner and handling back-office matters. Prior to joining BMO in January 2019, Bailey was an Insurance Agent with HUB Financial Inc. She has completed her Canadian Securities Course (CSC) with the Canadian Securities Institute and obtained her Life Insurance License in 2015. She is also working to earn her Wealth Management Essentials (WME), and Certified Financial Planner (CFP®) designation.
Recently her long-term boyfriend moved to Canada from Europe, Bailey and Sam enjoy playing video games, reading and cuddling with her cat Sol, and his Swiss Mountain Dog, Ronin.
Dan Hwang