Garry Kwan

Investment Advisor & Financial Planner

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

Address

BMO Nesbitt Burns
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Contact Me

Our Process



During our onboarding process we try to gather all relevant information about a new client in order to gain a full understanding of what they truly want out of their investments.

Once we’ve identified the needs and wants of the client, we work in conjunction with them to create a comprehensive financial plan that works to achieve these aspirations while actively combatting any threats that may affect their financial security.

We then monitor the progress of the client’s portfolio and make adjustments where necessary to ensure that the client is able to achieve their every financial ambition.