Roger Kwan, CGA, CFP
INTRODUCING ROGER KWAN, CGA, CFP
YOUR PERSONAL INVESTMENT ADVISOR
Roger Kwan, through his conservative long-term investment approach, specializes in total asset management for individual families with a major focus on three guiding principles: preservation of capital, asset growth and tax reduction.
EXPERIENCE YOU CAN DEPEND ON
Having held senior positions in accounting and finance at various major financial institutions in both Hong Kong and Canada, Roger has accumulated extensive investment and financial planning experience over the past 28 years.
With a strong belief in building his clientele through professionalism and integrity, Roger also adheres to this philosophy when helping investors.
"My clients' long-term financial security is of the utmost importance to me, which reinforces my investment philosophy of building wealth based on a long-term conservative strategy."
Whatever level of investor you may be, Roger Kwan's method of financial planning and his clear, concise, and easy to understand investment concepts are an invaluable way to help you build and maintain wealth for the future.
New clients are welcomed through referrals only.