Garry Kwan

Background

About Garry Kwan

As a Investment Advisor and Financial Planner, I offer my clients professional advice and services in managing their investments and providing financial advice. My 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 my 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, I'm able to offer my clients a unique experience from which they are able to benefit. I provide my 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. My clientele includes professionals and managers, interested in building and protecting their family's assets to the retired, interested in protecting their capital and receiving tax advantaged income. Specialties: Investment, retirement, education, estate, and insurance planning. Tax advantaged investments and strategies. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. Endorsements should not be construed as explicitly or implicitly approved by BMO Private Wealth which is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates including BMO Nesbitt Burns Inc, BMO Private Investment Counsel Inc, and BMO Trust Company. Banking Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada