Portfolio Analyst

Stephen Kwan Chak Ng

Stephen joined GCA in 2022 as a portfolio administrator. Promoted to Portfolio Analyst in 2024,he collaborates with Client Portfolio Managers to implement client initiatives. He engages with clients to resolve complex issues and strengthen relationships. Other responsibilities include managing client accounts, including cash management, trading, asset allocation and providing investment recommendations.

Fluent in Cantonese and Mandarin, Stephen graduated with a Bachelor of Business Administration (Honours) in Corporate Governance from The Hang Seng University of Hong Kong. He is currently progressing through the CFA^® Program, aiming to earn the CFA^® designation.

Disclosures

Guardian Capital Group Limited (Guardian) and its affiliates are committed to protecting the privacy and confidentiality of personal client information. Please refer to our Privacy Policy for more information. Guardian Capital Advisors is an indirect wholly- owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange. Guardian Capital Advisors provides private client investment services. For prospective, new or existing U.S. clients of Guardian Capital Advisors, please see Form CRS for your review and reference.