Education:
Bachelor of Commerce, University of Alberta
Canadian Securities Course, Canadian Securities Institute
Professional Financial Planning Course, Canadian Securities Institute
Conduct & Practices Handbook, Canadian Securities Institute
Wealth Management Techniques, Canadian Securities Institute
Languages Spoken:
English, and Korean
Specialties:
Customized investment planning for individuals and entrepreneurs. Combining BMO Nesbitt Burns' top-ranking research* and broad range of products and services designed to meet the specific goals and objectives of individual clients.
Dan Hwang, Investment Advisor, has been licensed to work in the investment industry for five years, two of which were at another major Canadian bank. A large portion of his professional experience has involved designing and implementing financial and investment plans for young professionals and business owners.
Dan is a graduate of the University of Alberta where he obtained a Bachelors degree in Commerce. He has the Financial Management Advisor (FMA) designation, and is currently working on the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, which requires at least five years of experience in the financial services industry, and is the most senior designation available in the financial services industry.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.