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Audrey Kwan

Vice PresidentPortfolio ManagerInvestment Advisor

  • FCSI®

"Wealth management that evolves as your needs, priorities and circumstances change over time"

Audrey has established her career in the financial services industry for over 25 years, having initially served as the Asian Banking Manager for two of Canada’s largest chartered banks.  This interest in the Hong Kong, Chinese and International markets has continued through today in her current role as an Investment Advisor with TD Wealth Private Investment Advice.  Audrey has guided her clients through many market fluctuations.  As one of a few women investment advisors, Audrey possesses the compassion and empathy to truly listen and understand what is most important to her clients; especially during periods of life changes. Audrey not only prides herself on the longevity of her client relationships, but also on the multi-generational nature of many of these relationships.  Along with her Bachelor of Arts in Economics from the University of Calgary, Audrey holds the Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FSCI®) and the Personal Financial Planner designations.  Audrey enjoys travel, cooking, yoga and long walks.

ADDITIONAL CONTACT

Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

LANGUAGES

Cantonese, English

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

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