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Garry Kwan

Investment Advisor & Financial Planner

Tel: 905-897-1356
Fax: 905-897-5229
Toll Free: 800-387-9314

Garry Kwan
Daniel Ewing

50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2

Contact Me

Bachelor of Commerce, University of Toronto
Bachelor of Arts - Economics, University of Toronto
Certified Investment Manager, Canadian Securities Institute
Certified Financial Planner, Financial Planners Standards Council
Hedge Funds, Canadian Securities institute
Life, Disability and Critical Illness Insurance, LLQP

Investment Management
Retirement Planning (RRSPs, RIFs, LIFs)
Education Planning and Saving (RESPs)
Tax-advantaged investments
Estate & Insurance Planning
Individual Pension Plans

Available evenings and Saturdays by appointment

Born and raised in Greater Toronto, Garry has worked in the financial industry for the past 25 years. His professional capabilities and experiences include investment management of personal, corporate, estate, trust, and registered accounts, as well as banking and lending services (eg. mortgages, loans, PLCs). Complementing these abilities are his professional education and accreditation in financial planning, taxation, insurance, and investment management.

By combining a wealth of practical financial skills with a sound academic foundation, Garry is able to offer his clients a unique experience from which they are able to benefit. Garry is able to provide his clients with personalized service, professional advice and access to the extensive financial services and products available through BMO Nesbitt Burns and the BMO Financial Group.

What can I do for you as your financial advisor?
What can I do for you? Plenty. You'll find that the benefits of working with me, a professional advisor, are numerous. Take a moment to review the key advantages summarized below. They'll help you to develop a personal list of what you need from an advisor.

Personal attention
Your financial needs and goals are unique to your situation, and the advice and recommendations that you receive should be as well. I will take the time to get to know you, your financial situation, your approach to risk, and your goals, so that the solutions I propose are tailor-made for you.

Sounding board, educator, and coach
You can count on me to listen to your financial concerns and provide a sounding board for your ideas. Look to me for answers to your questions and for explanations about concepts and strategies. In addition, I can help provide the discipline you'll need to achieve your goals by keeping you focused.

Accurately defining your goals is the first step towards making them real. I will help you turn "warm and fuzzy" goals into something more concrete. "Retiring early" becomes retiring when you turn 57. "Buying a new home" is defined as accumulating 25% for the down payment.

If your goals are the destination, then a financial plan is the roadmap that gets you there. Financial planning can be as simple or as complex as you need it to be, and can involve investments, taxation, insurance, and retirement and estate planning. Through my knowledge and experience, and our sophisticated planning software, I can design a comprehensive financial plan to fit with your goals and expectations.

Professional investment selection
Sorting through all of the investment choices available can be overwhelming. With access to the latest research and analysis of stocks, bonds, and mutual funds from our award winning research department, I can narrow the field of choice to those investments that best fit with your goals and objectives. By discussing the pros and cons of the investments, I can help you make an informed choice.

Proactive management
With a thorough understanding of your goals and objectives, I can bring relevant investment opportunities to your attention. I can keep you abreast of changes to the investment and tax environments that may affect your plans, and recommend any necessary adjustments.