Garry Kwan

Investment Advisor & Financial Planner

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


BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8

Contact Me


Posted on: July 23, 2021

Do I need a Financial Planner? It's a simple question .... the answer can be more difficult. Financial planning means different things to different people. It includes advice and planning of your Investments, Taxes, Retirement, Insurance & Estate, and Budgeting. Unfortunately, there are a lot of people who call themselves financial planners, but who don't have the skills, knowledge or experience to truly help you. How do you find someone who can? Look for the CFP designation!

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