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Trung Oan

Senior Investment Advisor

  • CFP®
  • FCSI®
  • CIM

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

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Trung Oan

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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.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

Helping you achieve your vision of success

Our Philosophy_man_ENG.jpg

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

Meet The Team

Linh Duong

Administrative Associate


Wealth Considerations

Retirement Planning

Investment Strategies

Banking and Credit Management

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Retirement Planning

Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Ross HagenEstate Planning Advisor

John NicollsBusiness Succession Advisor

Nairika VarzaTax and Estate Planner

Jo-Anne RyanVice President, Philanthropic Advisory Services

Geoff ChenHigh Net Worth Planner

Gurmehl KasbiaTrust Officer

Barry TrischukHigh Net Worth Planner

Kevin ParkHigh Net Worth Planner


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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

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What the RRIF!? 10 common questions you may have

Many people know at least a little about RRSPs. But what about RRIFs? If you're in or nearing retirement, are you ready to begin the big conversion? Here's a quick guide to the world of RRIFs.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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