Trung Oan

Trung Oan

Senior Investment Advisor

CIM®

CFP®

FCSI®

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(604) 654-3105

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.

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.

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.

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