David Tran, Financial Advisor located in Barrie, ON

Focus Areas

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