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 RRSPs or education savings, for example – and they could have been better prepared for their retirement. Seeing that, I wanted to help people achieve their personal best.
We start with your goals: what do you want your money to do for you? It's likely you'll have several goals. We'll explore your true comfort with risk in investments, the needs of your family and the timeframe between now and your goals. I'll use a tried-and-true process that helps us leave no stone unturned. And we'll discuss how to really diversify your assets beyond just one or two funds so that you are fully prepared to weather any market drops.
While we are supported by thousands of people and advanced technology from our home office, our local branch is small and personal. Depending on your needs in the moment, you'll either speak with our branch office administrator, Vincenza, or me. We've worked together for eight years, and we're both here to help.
I was born and raised in Barrie, left to attend University of Guelph for my bachelor's in economics and finance, and then returned to live and work in this community that is my home. I keep active with exercise, enjoy being outdoors and am a proud member of Barrie FORCE, a touring ultimate frisbee team (ranked 4th in Canada 2019).
My goal is for you to confidently answer yes to life's important questions – Are we prepared? Are we saving enough? Are we protected? Let's work on this together.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Outdoor Enthusiast
- Personal Fitness
Phone NumberDavid H Tran at (705) 725-1544
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