Don Kwan
About Don Kwan
Don Kwan is the Director of Investment Management at CIBC Trust Corporation, specializing in risk management, compliance, and financial planning strategies.
Director, Investment Management at CIBC Trust Corporation
Don Kwan currently holds the position of Director, Investment Management, at CIBC Trust Corporation. Based in Toronto, Ontario, Canada, he has been in this role since 2007. His responsibilities include overseeing comprehensive investment strategies, ensuring risk management and compliance, and providing solutions in wealth transfer and estate management.
Education and Expertise
Don Kwan studied at the University of Waterloo where he earned an Honours Co-Op Bachelor of Arts in Accounting. His educational background laid the foundation for his expertise in areas such as accounting, financial planning, risk management, and compliance, which are crucial for his role at CIBC Trust Corporation.
Wealth Transfer and Estate Management Solutions
At CIBC Trust Corporation, Don Kwan provides comprehensive solutions in wealth transfer and estate management. He focuses on ensuring that his clients have the best strategies for managing and transferring their wealth in ways that align with their financial goals and compliance requirements.
Specialization in Risk Management and Compliance
Don Kwan specializes in risk management and compliance within the investment management sector. His role involves meticulous oversight to ensure that investment strategies comply with regulatory standards and that risks are effectively managed to safeguard clients' investments.
Expertise in Financial Planning and Treasury Solutions
Don Kwan offers creative and practical financial planning strategies tailored to meet his clients' needs. He is also experienced in providing treasury and budgeting solutions that enhance financial performance and operational efficiency for his clients.