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Wealth Advisor, ScotiaMcLeod
Thank you for making our HKCBA Calgary Section a success! Without the support of our members, sponsors, Governors and the significant amount of volunteer time from our Board of Directors, we would not have been able to grow and attract the dynamic network that we enjoy today.
Having been a member since 1990, the Association is very dear to me. As a new graduate from the
I look forward to seeing HKCBA continue to grow and expand and I would like to extend my sincere gratitude to not only all of our past Presidents who have all paved the way for us, but also to the ongoing support of our HKCBA National Board.
Wishing you continued success and happy networking!
Audrey Kwan
Immediate Past President (2006 – 2008)
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Audrey has been a member of HKCBA since 1990 and served on the HKCBA Executive Committee of the Board of Directors since 2004. As the newest Governor of Calgary Section, she served as President for 2 terms. She is a Wealth Advisor and Financial Planner with ScotiaMcLeod, the Wealth Management division of the Bank of Nova Scotia. She works with families in providing a solution to their financial needs and to help them achieve their goals. Her areas of focus include investment management, retirement planning, asset protection, estate planning and business succession planning.
She has over 18 years experience in the financial services industry and specializes in designing personalized investment portfolios for her clients. Along with a Bachelor of Arts in Economics, she has the Canadian Investment Manager (CIM) designation. She is also a Fellow of the Canadian Securities Institute (FCSI). The Institute of Canadian Bankers (ICB) awarded her with the Personal Financial Planning (PFP) designation.
Website: www.advisors.scotiamcleod.com/akwan
Tel: 403.298.7803
Email:
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