Will passively investing in ETFs and index funds be enough? What will happen to your family if you're no longer able to provide an income? If you’re looking for a level of certainty in how your future is going to turn out, then hiring me as your long-term financial partner and advisor should be a serious consideration. The impact of financial advice given today may not show up for years; let’s get it right the first time.

From 2010-2018 I worked at 3 of the big banks in Canada. I hold the Chartered Financial Analyst (CFA) Designation, which is considered one of the most difficult to obtain financial credentials globally. I've obtained the BBA Degree and Financial Management Diploma from BCIT, and a series of certificates from the Canadian Securities Institute.

I believe in setting a higher standard of care when providing advice by implementing the following:

1) Consistent coaching to ensure that the right behaviours are always in place to bring you as close to your goals as possible. Investment returns are made of three things: gross percentage return, fees associated with making the investment, and investor behaviour which can significantly impact the overall growth of your portfolio. My job is to help people avoid habits and actions that detract from long term dollar growth, not just percentage growth of their money.

2) An investment process I use to assess if the market is still a trustworthy, dependable place to put your money. In addition, I build portfolios that focus on helping you reach financial freedom as quickly and as reliably as possible.

3) A thorough analysis to determine how much insurance you need to protect and provide for your family in case something was to happen to you.

Why handle financial matters on your own when you don’t have to? Don’t be shy, give me a call and let me take away one source of stress in your life.

Phong Van Tran, CFA

My Personal Interests

  • Vintage Cars
  • Dancing
  • Mountain Biking
  • Movies & Entertainment
  • Table Tennis

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