portrait of David H Tran
FINANCIAL ADVISOR

David H Tran

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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Socially Conscious Investing

Personal Interests

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

Team Members

  • Vincenza Panetta
    Branch Office Administrator

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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

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