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Audrey Kwan

Portfolio ManagerSenior Investment Advisor

  • CIM®
  • PFP®
  • FCSI®

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

My goal is to help you build a life you don't need to take a vacation from.

My story is my strength. My family immigrated to Calgary in 1972 from Hong Kong. My parents worked long hours in the restaurant business to provide for our family.  I truly understand what it means to work hard to accumulate assets and how important it is to balance work and life, wealth and health – that’s why I take my role stewarding my clients' assets very seriously. I believe that my background has also helped me to advise a wide range of clients with diverse backgrounds.

Collaborating for excellence. I work well with clients who share similar values as I do.  We have open and honest conversations about what is most important to them.  Together, we explore the four pillars of wealth and I help them navigate through life's uncertainties.  We offer multi-generational strategies, including long-term succession planning in tandem with TD specialists.

Experience and depth.  After graduating with a Bachelor of Arts in Economics from the University of Calgary in 1990, I gained valuable experience in the financial services industry with Canada's top chartered banks, leading to  the role of Asian Banking Manager helping new immigrants settle in Canada.  In the year 2000, I focused my career as an Investment Advisor and advanced to be a Portfolio Manager, having earned the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®) and Fellow of Canadian Securities Institute (FSCI®) designations. I formerly volunteered as President (Calgary section) and National Secretary with the Hong Kong-Canada Business Association. 

My fun side.   My husband and I enjoy travelling all over the world; experiencing local cuisines and wine.  When at home, I'm experimenting with various recipes to hone my culinary skills, followed with long walks to balance out my indulgences.  I enjoy watching historical drama films, binge-watching British TV series and practicing yoga.


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Services above are offered in collaboration with TD Specialists

ADDITIONAL CONTACT

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

LANGUAGES

Cantonese, English

EDUCATION

University of Calgary

SOCIAL LINKS

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