Trung Oan, Investment Advisor,Vancouver, BC

Phone

Office

Office Location

700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2. map

Welcome to TD Wealth Private Investment Advice

Based in downtown Vancouver, I have spent my entire 20+ year financial services career at TD Wealth. After my first role trading in securities for the firm's most active clients, I progressed to an advisory position and have extensive experience helping families achieve their financial goals.

As a Senior Investment Advisor, my focus is to help clients preserve and grow their wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundation of our business. I will deliver proactive and personal advice, working with you to make key decisions about your finances. I work with a core team of TD specialists who can provide additional advice on wealth matters such as private banking, trusts, estates, business succession and tax planning.

I hold the Certified Financial Planner (CFP®) offered by FP Canada, and I also hold Canadian Investment Manager (CIM) and Fellow of CSI (FCSI®) offered by the Canadian Securities Institute.

Outside of work, my wife and two young children keep me busy.

Certificates

CIM®

CFP®

FCSI®

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Retirement Planning

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.