Skip to main content

Trung Oan

Senior Investment Advisor

  • CFP®
  • FCSI®
  • CIM

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

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

REQUEST AN APPOINTMENT

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

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

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.

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.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?