Allen Kwan

Allen Kwan, MBA has a diverse and extensive work experience in the financial services industry. Allen is currently the VP, Head of Product Strategy & Development at Aviso Wealth, where they oversee the product governance, strategy, and development of wealth management solutions. Prior to this, they worked at Vanguard as a Product Strategy & Development manager, where they played a significant role in launching core ETFs and mutual funds in Canada. Allen also held positions at NEI Investments, RBC Global Asset Management, HSBC Bank Canada, Merrill Lynch/HSBC Securities, and Manulife. Throughout their career, Allen has demonstrated expertise in product management and development, industry and competitive intelligence, market research, and team leadership.

Allen Kwan, MBA has a Bachelor's degree from the University of Toronto. Allen also holds a Masters Certificate in Project Management from the Schulich School of Business at York University. Furthermore, they have completed an MBA from the Ivey Business School at Western University. Allen Kwan also has a Master of Laws (LLM) in Global Business Law from the University of Toronto's Faculty of Law. In addition to their formal education, they hold certifications as a Certified Financial Planner (CFP) from the Financial Planning Standards Council and as a Project Management Professional (PMP) from the Project Management Institute. Allen has also completed the HBS Leadership Initiative (HPLP) program from Harvard Business School Executive Education.