Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Howard Kwan



Wealth Advisor

Client Relationship Manager

Howard Kwan


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.



Question & Answers

  • Favourite Car?

    911 GTS RS

  • Favourite Movie?

    Most movies produced by Merchant Ivory productions

  • If you could travel anywhere in the world, where would it be?


  • What languages do you speak?

    English, Cantonese and French

  • What is your favorite website to waste time on?

    Yahoo Finance