Associate Wealth Advisor
Current
Apr 2020 - Present
AeroLeads people directory · profile
Edith Kwan Email & Phone Number
PlanRight Advisor at Manulife
at
Manulife
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
PlanRight Advisor at Manulife
Location
Greater Toronto Area, Canada, Canada
Company size
Who is Edith Kwan? Overview
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Quick answer
Edith Kwan is listed as PlanRight Advisor at Manulife at Manulife, a company with 25873 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Edith Kwan.
Edith Kwan previously worked as Associate Wealth Advisor at Manulife and Advisor at Sun Life. Edith Kwan holds Bachelor Of Commerce (Bcom), International/Global Studies from Ryerson University.
Company email context
Email format at Manulife
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Manulife
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Profile bio
About Edith Kwan
Edith Kwan is a PlanRight Advisor at Manulife at Manulife. She is proficient in Chinese (Traditional).
Current workplace
Edith Kwan's current company
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Manulife
4 roles
Edith Kwan work experience
A career timeline built from the work history available for this profile.
Advisor
- Provide clients with money at a time they need it the most
- Provide clients with comprehensive plans to achieve lifetime financial security
- Managed client financial portfolios and provided insurance and investment advice to clients
Feb 2019 - Apr 2020
Shift Supervisor
- Maintained confidential company records and personnel records on a daily basis
- Responsible for the effective recruitment, development and supervision of research staff
- Responsible for meeting daily quotas on consumer panels across Canada, and prepared and recorded daily reports for Fortune 500 companies clients on data collected throughout the day
- Conducted and monitored quantitative and qualitative surveys through computer assisted telephone interviewing (CATI)
Mar 2016 - Feb 2017
Market Researcher
- Conducted qualitative and quantitative research through multi-modes of data collection via paper surveys, online surveys, and computer assisted telephone systems
- Ability to effectively multi-task while conducting interviews on the phone and recording them via paper or through the computer
- Surpassed productivity goals and quotas on a daily basis
- Demonstrated leadership skills and research skills which lead to a promotion of a shift manager
Oct 2012 - Mar 2016
Team & coworkers
Colleagues at Manulife
Other employees you can reach at manulife.com. View company contacts for 25873 employees →
NS
Nhagaraj Sagaran
Colleague at ManulifeJohore, Malaysia, Malaysia
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CL
Chun Lok Tam
Colleague at ManulifeHong Kong SAR, Hong Kong
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GB
Gloria Booth
Colleague at ManulifeCanada, Canada
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RS
Ryan Schulte
Colleague at ManulifeKitchener, Ontario, Canada, Canada
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AD
Amadou Diallo
Colleague at ManulifeCanada, Canada
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M(
Min-Jui (May) Liu
Colleague at ManulifeWaterloo, Ontario, Canada, Canada
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NM
Nabil Malek
Colleague at ManulifeLaval, Quebec, Canada, Canada
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陈
陈红会
Colleague at ManulifeChengdu, Sichuan, China, China
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JR
Jerry Roxas
Colleague at ManulifePasig, National Capital Region, Philippines, Philippines
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LG
Louise Gagnon
Colleague at ManulifeSainte-Catherine, Quebec, Canada, Canada
View →
Nhagaraj Sagaran
Colleague at ManulifeJohore, Malaysia, Malaysia
View →
CL
Chun Lok Tam
Colleague at ManulifeHong Kong SAR, Hong Kong
View →
GB
Gloria Booth
Colleague at ManulifeCanada, Canada
View →
RS
Ryan Schulte
Colleague at ManulifeKitchener, Ontario, Canada, Canada
View →
AD
Amadou Diallo
Colleague at ManulifeCanada, Canada
View →
M(
Min-Jui (May) Liu
Colleague at ManulifeWaterloo, Ontario, Canada, Canada
View →
NM
Nabil Malek
Colleague at ManulifeLaval, Quebec, Canada, Canada
View →
陈
陈红会
Colleague at ManulifeChengdu, Sichuan, China, China
View →
JR
Jerry Roxas
Colleague at ManulifePasig, National Capital Region, Philippines, Philippines
View →
LG
Louise Gagnon
Colleague at ManulifeSainte-Catherine, Quebec, Canada, Canada
View →
1 education record
Edith Kwan education
FAQ
Frequently asked questions about Edith Kwan
Quick answers generated from the profile data available on this page.
What company does Edith Kwan work for?
Edith Kwan works for Manulife.
What is Edith Kwan's role at Manulife?
Edith Kwan is listed as PlanRight Advisor at Manulife at Manulife.
Where is Edith Kwan based?
Edith Kwan is based in Greater Toronto Area, Canada, Canada while working with Manulife.
What companies has Edith Kwan worked for?
Edith Kwan has worked for Manulife, Sun Life, and Canadian Viewpoint Inc.
Who are Edith Kwan's colleagues at Manulife?
Edith Kwan's colleagues at Manulife include Nhagaraj Sagaran, Chun Lok Tam, Gloria Booth, Ryan Schulte, and Amadou Diallo.
How can I contact Edith Kwan?
You can use AeroLeads to view verified contact signals for Edith Kwan at Manulife, including work email, phone, and LinkedIn data when available.
What schools did Edith Kwan attend?
Edith Kwan holds Bachelor Of Commerce (Bcom), International/Global Studies from Ryerson University.
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