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David Tran, Financial Advisor

FINANCIAL ADVISOR
David H Tran

331 Bayfield Street, Suite 212, Barrie, ON L4M 3C2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Sustainable Investing

About David

We all can look back on things we could have done differently. But when it comes to your financial security, isn't it better to look ahead and plan for your goals than to look back and wish you had? Making sure you have the resources to plan for your best life is the essence of why I am a financial advisor.

My parents emigrated to Canada in their late teens after the Vietnam War. Everything in this culture was new to them, including (and perhaps especially) our banking system. Regrettably, they didn't get the best advice – they didn't learn about...

Work History

  • Edward JonesJune 2014 to Current

Education

  • University of GuelphBachelors

Personal Interests

  • Tennis
  • Outdoor Enthusiast
  • Basketball
  • Personal Fitness
  • Golfing

Team Members

  • Vincenza Panetta
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(705) 725-1544

Fax

(877) 725-4409

Office Address

331 Bayfield Street
Suite 212
Barrie, ON L4M 3C2opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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