Profile
Mr. Edward J.
Kwan is Vice President at McLean Budden Ltd.
Mr. Kwan joined McLean Budden in 2001 after spending five years at Howson Tattersall Investment Counsel where he was responsible for marketing and sales of institutional, private client and mutual fund products.
He was also previously employed by Sceptre Investment Counsel where he was responsible for the mutual fund area and by TD Waterhouse as an investment representative and branch manager.
Mr. Kwan earned a B.Sc.
degree from the University of Toronto.
He is also a Chartered Financial Analyst (CFA).
Former positions of Edward J. Kwan
Companies | Position | End |
---|---|---|
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Portfolio Manager-Equities | 2012-08-31 |
Sceptre Investment Counsel Ltd. (Investment Management)
Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund. | Corporate Officer/Principal | - |
Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | Corporate Officer/Principal | - |
Training of Edward J. Kwan
University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Finance |
Howson Tattersall Investment Counsel Ltd.
Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF) | Finance |
Sceptre Investment Counsel Ltd. (Investment Management)
Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund. | Finance |
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