Howard Kwan
BA, CFP, FMA, FCSI, CLU
Financial Advisor
With over 14 years of experience in the Financial Services industry, Howard is familiar with the needs of high net worth individuals and their families. His various roles have included credit underwriting, management, small business advising and financial planning. He prides himself on his professionalism and enjoys working with clients to understand their current situation, investment experience, family dynamics, and future goals.
Born and raised in Vancouver, Howard graduated from the University of British Columbia and completed an Associate Certificate of Financial Planning & Financial Management from BCIT with honours. He holds the FMA designation through the Canadian Securities Institute, as well as the Certified Financial Planner designation.
Howard has also been active in the community with non-profit organizations such as the B.C. Children's Hospital, S.U.C.C.E.S.S. and United Way. In his spare time he enjoys traveling, cooking, kayaking, volleyball and snowboarding.
Contact Howard: 604.739.6450 or hkwan@nicolawealth.com (hkwan null@null nicolawealth NULL.com)
